Alexander Curtis Herrington

Employer firm

Fourthought Financial Partners, LLC. CRD 323060

$1.93B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT AND INSURANCE SOLUTIONS.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → Present
  Fidelity Brokerage Services, Llc
  Raleigh, NC
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 05/2021 → Present
  Fourthought Financial, Llc
  Venice, FL
• 11/2022 → Present
  Fourthought Financial Partners, Llc
  Venice, FL

Previous Registrations

• 2021-05-06 → 2022-12-09
  Fourthought Private Wealth
  Venice, FL
• 2018-07-13 → 2021-05-14
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2018-01-17 → 2018-07-13
  Strategic Advisers Llc
  Sarasota, FL

Exams

• S66 Uniform Combined State Law Examination
  2016-09-22

Designations

• Certified Financial Planner