Best Investors Account Sign in
Inactive

Alexander James Rezzo

Andante Financial

Burlington, MA

Claim This Profile
Current Employers
Andante Financial

1500 District Avenue, Burlington, MA 01803 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-08-12
CA RA APPROVED 2022-02-09
  • MA RA
    APPROVED
    Since 2022-08-12
  • CA RA
    APPROVED
    Since 2022-02-09

Branch Locations

1500 District Avenue, Burlington, MA 01803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avitas Wealth Management Los Angeles CA 02/2021 01/2022
Pricewaterhousecoopers Los Angeles CA 08/2013 02/2021
Andante Financial El Segundo CA 01/2022 Present
  • 02/2021 → 01/2022
    Avitas Wealth Management
    Los Angeles, CA
  • 08/2013 → 02/2021
    Pricewaterhousecoopers
    Los Angeles, CA
  • 01/2022 → Present
    Andante Financial
    El Segundo, CA
Previous Registrations
  • 2021-05-13 → 2022-01-27
    Avitas Wealth Management, Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-04
  • S65 Uniform Investment Adviser Law Examination
    2021-01-04
Designations

View on SEC IAPD

More in Burlington, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor