Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| TX | RA | APPROVED_RES | 2024-06-10 |
| NJ | RA | APPROVED | 2018-05-30 |
Branch Locations
197 First Avenue Suite 160, Needham, MA 02494 • United States
4850 Tamiami Trail N Suite 301 [Satellite], Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | 05/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2018 |
| Wells Fargo Advisors Financial Network, Llc | Needham | MA | 05/2018 | Present |
ALEX K. TREVES LLC, INV RELATED, MISSOULA, MT, 100% OWNERSHIP WITH SPOUSE, START 4/13/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS PERSONAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-15 |
Reach out to this advisor