firm profile
Alight Financial Advisors, LLC
Overview
Alight Financial Advisors, LLC is an SEC registered investment adviser based in Charlotte, NC, registered since 2011. It reports $35.1B in assets under management across 195,957 accounts, with 70 employees. It has 64 investment adviser representatives.
- Reported AUM
- $35.1B
- Discretionary
- 100%
- Accounts
- 195,957
- Average account
- $179K
- Employees
- 70
- Advisory reps
- 64
- Registered since
- 2011
- Jurisdictions
- 52
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 2 of 2
- Jeremy Jason Fritz Chief Executive Officer, Managing Member CRD 3261871
- Matthew Adam Chotkowski Chief Compliance Officer CRD 5233117
Advisory reps 3 of 64
- Jason Andrew Akers Registered Rep · Investment Adviser Rep CRD 6980195
- Michael Armenini Registered Rep · Investment Adviser Rep CRD 8143640
- Zachary Daniel Ballard Registered Rep · Investment Adviser Rep CRD 6077383
61 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 9300 Harris Corners Pkwy Ste 105
Charlotte, NC 28269 - County
- Mecklenburg
- Metro area
- Charlotte-Concord-Gastonia, NC-SC
- Region
- South
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: alightfs.com
Every state, with registration dates
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