Investment adviser representative · Axxcess Wealth Management, LLC
Alexandra M. Gill
CRD 7907033 · Carlsbad, CA
At a glance
Alexandra M. Gill is an investment adviser representative with Axxcess Wealth Management, LLC in Carlsbad, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alexandra’s SEC record dates to 2024, about 1 years ago.
Current advisory firm
- Axxcess Wealth Management, LLCSince January 2026Carlsbad, CA · $8.9B in regulatory assets
SEC adviser record
- Registered since
- 2024 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Alexandra’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.