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Inactive

Alexia Souad Yvette Teixeira

Savant Wealth Management

Westwood, MA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-16
  • MA RA
    APPROVED
    Since 2026-03-16

Branch Locations

100 Lowder Brook Drive Suite 1000, Westwood, MA 02090 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
Heritage Financial Services Westwood MA 07/2023 02/2026
Windham High School Windham NH 09/2015 06/2019
Bentley University Waltham MA 08/2019 06/2023
Britt & Company Cpa Dedham MA 01/2021 04/2021
Britt & Company Cpa Dedham MA 01/2022 04/2022
Heritage Financial Services Westwood MA 06/2022 08/2022
Vana Mart Methuen MA 12/2018 12/2024
Savant Wealth Management Rockford IL 02/2026 Present
  • 07/2023 → 02/2026
    Heritage Financial Services
    Westwood, MA
  • 09/2015 → 06/2019
    Windham High School
    Windham, NH
  • 08/2019 → 06/2023
    Bentley University
    Waltham, MA
  • 01/2021 → 04/2021
    Britt & Company Cpa
    Dedham, MA
  • 01/2022 → 04/2022
    Britt & Company Cpa
    Dedham, MA
  • 06/2022 → 08/2022
    Heritage Financial Services
    Westwood, MA
  • 12/2018 → 12/2024
    Vana Mart
    Methuen, MA
  • 02/2026 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2025-05-29 → 2026-03-19
    Heritage Financial Services
    Westwood, MA
Designations
Other Names
  • Alexia Souad Yvette Teixeira
  • Alexia Assaf
  • Alexia Souad Yvette Assaf

View on SEC IAPD

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Other Offices

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LPL FINANCIAL LLC · WESTWOOD, MA
MODERA WEALTH MANAGEMENT, LLC · WESTWOOD, MA
STAGE HARBOR FINANCIAL · WESTWOOD, MA
DOVER INVESTMENT ADVISORY CORPORATION · WESTWOOD, MA
CHARLESBRIDGE ADVISORS · DEDHAM, MA
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