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professional profile

Alexander Joseph Bartos, CFA, CFP

IAR Santa Monica, CA CRD 5410754 Last verified October 2026

Overview

Alexander Joseph Bartos is an investment adviser representative based in Santa Monica, CA, with 15 years in the industry.

Years in the industry
15
States registered
3
Exams passed
1
Current firms
1

Contact

1 phone number on file

Registrations and licenses

  • Registered in 3 states
  • Series 63

Every state, with registration and license dates

Firms

Employment history since 2022

Book and practice

Firm assets under management on file

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