Robert Alexandrovic
Advisor at Merit Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merit Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Denver, CO 80202
Credentials
CFP®, CFA®, Series 63, Series 66
Industry experience
20 years
Robert Alexandrovic is a CFP® and CFA® with 20 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, BOK Financial Private Wealth, and Tedstrom Wealth Advisors. He serves as a board member of the Denver Estate Planning Council. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team.
Based on Merit Financial Advisors
Based on Merit Financial Advisors
Financial planning flat fees up to $100,000, prorated and payable monthly or quarterly
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% Above $250,000+: 1.00%
Hourly rates for financial planning services (specific rates not stated)
Ongoing financial planning fees payable annually, quarterly, or monthly
1999 Broadway, Suite 1415
Denver, CO 80202
Colorado · Nebraska · Texas
Purshe Kaplan Sterling Investments
2024 - Present (2 years)
LPL Financial
2022 - 2024 (2 years)
Merit Financial Advisors
2022 - Present (4 years)
BOK Financial Private Wealth, Inc.
2020 - 2022 (2 years)
Tedstrom Wealth Advisors,Inc(BROWN&TEDSTROM ESTATE PLANNING,INC)
2010 - 2020 (10 years)
LPL Financial
2010 - 2020 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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