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Alexandra Pauline Geremia

Invest Track Financial, LLC

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About Alexandra Pauline Geremia

Alexandra Geremia is a Certified Financial Planner and a Chartered Financial Analyst. She is a registered Investment Advisor Representative in Rhode Island. Alexandra has been working in the financial industry since 2015. She joined Invest Track Financial, LLC in 2022 and focuses on financial planning and portfolio management for individuals and businesses. She has a client base of 22 clients with $46,042,162 under management.

Firm Information

Alexandra Geremia is currently registered with Invest Track Financial, LLC. Invest Track Financial, LLC is an investment advisor with 2 investment advisor representatives. They manage $46,042,162 in assets for 59 clients, including 12 high-net-worth individuals with $39,717,923 in assets under management, and 10 individuals other than high-net-worth individuals with $6,324,239 in assets under management. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals.

$46.04M

Assets Under Management

1

Total Clients

2

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Alexandra Geremia’s Registration & Firm History

RI

10/12/2022 - Present

Invest Track Financial, LLC (WAKEFIELD RI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexandra Pauline Geremia.
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