Best Investors Account Sign in
Inactive

Alexander Robert True

Corient

Chicago, IL

Claim This Profile
Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-17
  • IL RA
    APPROVED
    Since 2026-06-17

Branch Locations

10 S. Wacker Dr. Suite 3100, Chicago, IL 60606 • 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
Charles Schwab & Co., Inc. Westlake TX 06/2024 07/2024
Corient Services Llc Miami FL 06/2026 Present
Corient Chicago IL 06/2026 Present
Vivaldi Capital Management Chicago IL 06/2025 06/2026
Student Green Bay WI 01/2025 05/2025
Holl Financial Services Hobart WI 08/2024 12/2025
Student Algonquin IL 06/2016 06/2024
  • 06/2024 → 07/2024
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 06/2026 → Present
    Corient Services Llc
    Miami, FL
  • 06/2026 → Present
    Corient
    Chicago, IL
  • 06/2025 → 06/2026
    Vivaldi Capital Management
    Chicago , IL
  • 01/2025 → 05/2025
    Student
    Green Bay , WI
  • 08/2024 → 12/2025
    Holl Financial Services
    Hobart, WI
  • 06/2016 → 06/2024
    Student
    Algonquin, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-19
  • S65 Uniform Investment Adviser Law Examination
    2024-07-19
Other Names
  • Alex True

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor