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Alexys Z. Serchay

Trajan Wealth, LLC

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About Alexys Z. Serchay

Alexys Z. Serchay is a financial advisor registered with Trajan Wealth, LLC. Alexys has been in the industry since March 12, 2009. Alexys has a Series 66, Series 7, and SIE license and holds a variety of investment licenses across multiple states. Alexys has previously been registered with USAA Investment Services Company and USAA Financial Advisors, Inc.

Firm Information

Alexys Serchay is currently registered with Trajan Wealth, LLC. Trajan Wealth, LLC is a Scottsdale, Arizona-based investment advisor with 32 licensed agents and 34 investment advisor representatives. The firm manages approximately $1.37 billion in assets for 13,372 clients, including high-net-worth individuals, individuals other than high-net-worth, and investment companies. Trajan Wealth offers financial planning, educational seminars, selection of other advisers, and portfolio management for individuals, investment companies, and pooled investment vehicles.
Trajan Wealth, LLC

18700 NORTH HAYDEN ROAD

SCOTTSDALE, AZ 85255

$1.37B

Assets Under Management

Not reported

Total Clients

32

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

1031 advisory fees

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Alexys Serchay’s Registration & Firm History

TX

10/02/2024 - Present

Trajan Wealth, LLC (San Antonio TX)

TX

06/08/2020 - 09/29/2021

USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)

TX

02/13/2009 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 03/04/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2009

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 Alexys Z. Serchay.
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