Alexandra John Markulis

Employer firm

The Wealth Collaborative CRD 329753

$1.40M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2017 → 08/2017
  Rolling Hills Country Day School
  Rolling Hills, CA
• 10/2017 → 04/2018
  Jzpr
  Santa Barbara, CA
• 10/2017 → 04/2018
  Our Lady Of Mount Carmel School
  Montecito, CA
• 09/2016 → 03/2018
  University Of California, Santa Barbara
  Santa Barbara, CA
• 07/2018 → 08/2024
  Ubs Financial Services Inc.
  Los Angeles, CA
• 05/2018 → 06/2018
  Unemployed
  Rancho Palos Verdes, CA
• 08/2024 → Present
  The Wealth Collaborative Llc
  Lake Saint Louis, MO

Previous Registrations

• 2019-02-08 → 2024-08-09
  Ubs Financial Services Inc.
  Los Angeles, CA
  El Segunda, CA
  Santa Monica, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-02-08

Other Names

• Ali Markulis
• Alexandra Markulis