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Alex Roger Hubbard

Johnson Brunetti

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About Alex Roger Hubbard

Alex Hubbard is an investment advisor representative at Johnson Brunetti. Alex is registered with the state of Connecticut, Georgia and Massachusetts. Alex is also registered to provide investment advisory services. Alex has been in the financial services industry for over 10 years. Alex earned the Series 6, Series 63, and Series 65 licenses. In addition to financial planning services, Alex also provides other investment advisory services to individuals and businesses.

Firm Information

Alex Hubbard is currently registered with Johnson Brunetti. Johnson Brunetti is a financial advisory firm based in Wethersfield, CT. They specialize in financial planning and portfolio management for individuals and businesses. With over 22 licensed agents and 24 investment adviser representatives, they manage over $2.1 billion in assets. They offer educational seminars and work with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Johnson Brunetti

100 GREAT MEADOW ROAD

WETHERSFIELD, CT 06109

$2.11B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees from third-party money managers

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Alex Hubbard’s Registration & Firm History

CT

03/21/2018 - Present

Johnson Brunetti (WETHERSFIELD CT)

CT

02/03/2017 - 06/07/2017

KEY INVESTMENT SERVICES LLC (NEW HAVEN CT)

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Licenses & Designations

IA

Issued 12/11/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex Roger Hubbard.
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