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Alexandre S Costa

Bare Wealth Advisors

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About Alexandre S Costa

Alexandre Costa is an Investment Advisor Representative at Bare Wealth Advisors. Alexandre has been in the financial services industry since 2008 and has experience in providing comprehensive financial planning and investment advisory services. Alexandre holds the Series 6, 7, and 63 licenses and is registered with the state of Pennsylvania. Alexandre is committed to providing personalized advice and helping clients achieve their financial goals.

Firm Information

Alexandre Costa is currently registered with Bare Wealth Advisors. Bare Wealth Advisors is a registered investment advisor based in GAP, PA, with approximately $222,221,156 in assets under management. The firm serves high-net-worth individuals and individuals other than high-net-worth, providing financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services.
Bare Wealth Advisors

835 HOUSTON RUN DRIVE

GAP, PA 17527

$222.22M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Alexandre Costa’s Registration & Firm History

PA

10/16/2023 - Present

Bare Wealth Advisors (GAP PA)

PA

11/02/2020 - 05/31/2024

SECURITIES AMERICA, INC. (GAP PA)

PA

09/12/2008 - 11/02/2020

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 05/23/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2012

Series 7 - General Securities Representative Examination

BC

Issued 09/11/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexandre S Costa.
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