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Alexander Gurin

Charles Schwab & CO., Inc.

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About Alexander Gurin

Alexander Gurin is a financial professional with over 17 years of experience in the financial services industry. Alexander is currently registered with Charles Schwab & CO., Inc. and is licensed in multiple states. Alexander has been associated with Charles Schwab & CO., Inc. since April 2016. Prior to joining Charles Schwab & CO., Inc., Alexander was associated with Citizens Securities, Inc., E*TRADE SECURITIES LLC, T. Rowe Price Investment Services, Inc., and Fidelity Brokerage Services LLC. Alexander is a Series 7, Series 63, and Series 66 licensed professional.

Firm Information

Alexander Gurin is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Alexander Gurin’s Registration & Firm History

MA

01/06/2020 - Present

Charles Schwab & CO., Inc. (Chestnut Hill MA)

MA

11/14/2014 - 04/05/2016

CITIZENS SECURITIES, INC. (BROOKLINE MA)

MA

07/06/2011 - 11/05/2014

E*TRADE SECURITIES LLC (BOSTON MA)

MA

04/24/2008 - 07/05/2011

T. ROWE PRICE INVESTMENT SERVICES, INC. (WELLESLEY MA)

MA

01/13/2006 - 01/16/2008

FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)

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Licenses & Designations

BOTH

Issued 07/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alexander Gurin.
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