Alexander Max Kuczera

Current Employers

Employment History

• 03/2024 → 10/2024
  The Capital Group Investment Advisory Services, Llc
  Bethesda, MD
• 07/2016 → 03/2024
  The Capital Group Investment Advisory Services
  Bethesda, MD
• 07/2023 → 02/2026
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2024 → 01/2026
  The Baldwin Group Wealth Advisors, Llc
  Tampa, FL
• 04/2026 → 07/2026
  Lasalle St Securites, Llc
  Elmhurst, IL
• 07/2026 → Present
  Osaic Wealth, Inc.
  Mclean, VA

Previous Registrations

• 2024-10-14 → 2026-06-23
  The Baldwin Group Wealth Advisors, Llc
  Tampa, FL
  Bethesda, MD
• 2024-03-19 → 2024-10-04
  The Capital Group Investment Advisory Services, Llc
  Bethesda, MD

Other Businesses

CASSADAY AND COMPANY WEALTH MANAGEMENT, LLC POSITION: Advanced Strategies Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/06/2026 ADDRESS: 8180 Greensboro Dr, Suite 1180, McLean VA 22102, United States DESCRIPTION: To support the ongoing management, servicing, and administration of clients' insurance and risk management strategies. This includes policy reviews, underwriting coordination, carrier communications, case preparation, and client service initiatives, helping ensure a seamless experience while supporting advisors in delivering comprehensive planning solutions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-19
• S63 Uniform Securities Agent State Law Examination
  2023-09-15