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Ivy Monique Alexander

RZH Advisors LLC

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About Ivy Monique Alexander

Ivy Monique Alexander is a registered investment advisor representative with RZH Advisors LLC in Stamford, CT. Ivy has been in the financial services industry since February 2013. She is a Series 63 and Series 65 licensed professional. Ivy has previously worked at T. Rowe Price Investment Services, Inc. in Owings Mills, MD, and WBH Advisory, Inc. in Baltimore, MD. Ivy specializes in providing financial planning services, portfolio management for individuals, and selection of other advisers.

Firm Information

Ivy Alexander is currently registered with RZH Advisors LLC. RZH Advisors LLC is a registered investment advisor located in STAMFORD, CT. The firm manages $1.72 billion in assets for 1,438 clients. Their services include financial planning, selection of other advisers, and portfolio management for individuals and corporations. They primarily serve high-net-worth individuals and other individuals.
RZH Advisors LLC

ONE LANDMARK SQUARE

STAMFORD, CT 06901

$1.72B

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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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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Ivy Alexander’s Registration & Firm History

CT

07/26/2024 - Present

RZH Advisors LLC (STAMFORD CT)

MD

08/29/2014 - 10/01/2018

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

IA

Issued 08/10/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ivy Monique Alexander.
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