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Alexander Peter Stojkovic

Amerity Wealth Management, LLC

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About Alexander Peter Stojkovic

Alexander Peter Stojkovic is an Investment Advisor Representative associated with Amerity Wealth Management, LLC. Alexander Peter Stojkovic has been in the financial services industry since 2009. Alexander Peter Stojkovic has a Series 65 license and is registered with the state of New York and Texas. Alexander Peter Stojkovic specializes in financial planning, selection of other advisors, and portfolio management for individuals. Alexander Peter Stojkovic works with both high net worth and individual clients.

Firm Information

Alexander Stojkovic is currently registered with Amerity Wealth Management, LLC. Amerity Wealth Management, LLC is a registered investment adviser located in Lakeland, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm manages approximately $141 million in assets for 496 clients. Amerity Wealth Management, LLC also offers selection of other advisers as an advisory service. The firm has 10 licensed agents, 12 investment adviser representatives, and 14 investment advisory functions.
Amerity Wealth Management, LLC

4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5

LAKELAND, FL 33813

$141.04M

Assets Under Management

Not reported

Total Clients

8

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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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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Alexander Stojkovic’s Registration & Firm History

NY

01/23/2024 - Present

Amerity Wealth Management, LLC (New York NY)

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Licenses & Designations

IA

Issued 07/01/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Peter Stojkovic.
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