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Chief Operating Officer / Chief Compliance Officer · Root Financial Partners

Alexandra R. Stickelman

CRD 6408420 · Named on Form ADV at one SEC-registered adviser

At a glance

Root Financial Partners, an SEC-registered wealth manager based in Austin, TX with $2.1 billion in regulatory assets, lists Alexandra R. Stickelman on its Form ADV as Chief Operating Officer / Chief Compliance Officer.

Firms and roles

  • Root Financial PartnersChief Operating Officer / Chief Compliance OfficerWealth manager · Austin, TX · $2.1B in regulatory assets

AtlasMembers

Alexandra’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexandra’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.