Alexandra Claire Neault

Employer firm

Corda Investment Management, LLC CRD 108046

$2.00B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2022 → 02/2024
  Florida Financial Advisors
  Jacksonville, FL
• 02/2021 → 07/2022
  Gangchu Chicken & Beer
  Tampa, FL
• 02/2020 → 02/2021
  University Of Tampa
  Tampa, FL
• 06/2020 → 08/2020
  Silverado Golf And Country Club
  Zephyrhills, FL
• 12/2018 → 01/2020
  Koizi Endless Sushi And Hibachi
  Tampa, FL
• 08/2019 → 05/2022
  University Of Tampa
  Tampa, FL
• 08/2015 → 05/2019
  Paul R. Wharton High School
  Tampa, FL
• 04/2023 → 02/2024
  Trinity Wealth Securities, Llc
  Jacksonville, FL
• 02/2024 → 02/2026
  Florida Financial Advisors Dba Texas Financial Advisors
  Austin, TX
• 02/2024 → 02/2026
  Trinity Wealth Securities, Llc
  Austin, TX
• 02/2026 → Present
  Corda Investment Management
  Houston, TX

Previous Registrations

• 2022-09-20 → 2026-02-10
  Florida Financial Advisors, Llc
  Jacksonville, FL
  Tampa, FL
  Jacksonville, FL
  Austin, TX
  Austin, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-23
• S65 Uniform Investment Adviser Law Examination
  2022-07-13

Other Names

• Alex Neault
• Alexandra Claire Neault
• Alexandra Neault