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Alexander Henry Hagstrom

Strategy Asset Managers L.L.C.

Pasadena, CA

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Current Employers
Strategy Asset Managers L.L.C.

790 E. Colorado Blvd Suite 200, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

790 E. Colorado Blvd Ste 200, Pasadena, CA 91101 • 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
Fundamental Capital Management Llc Pasadena CA 08/2015 06/2018
Holly Street Wealth Advisors, Llc Pasadena CA 06/2018 01/2020
Strategy Asset Managers, Llc Woodcliff Lake NJ 06/2018 Present
  • 08/2015 → 06/2018
    Fundamental Capital Management Llc
    Pasadena, CA
  • 06/2018 → 01/2020
    Holly Street Wealth Advisors, Llc
    Pasadena, CA
  • 06/2018 → Present
    Strategy Asset Managers, Llc
    Woodcliff Lake, NJ
Previous Registrations
  • 2018-06-21 → 2020-01-02
    Holly Street Wealth Advisors
    Pasadena, CA
  • 2017-05-15 → 2019-04-25
    Fundamental Capital Management, Llc
    Pasadena, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-20
  • S65 Uniform Investment Adviser Law Examination
    2013-07-20
Designations
Other Names
  • Alex Hagstrom

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA
J.P. MORGAN SECURITIES LLC · PASADENA, CA

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