Alexander Biestek
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alexander Biestek is an investment adviser representative with Charles Schwab & Co., Inc. in Newport Beach, CA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Equitable Advisors, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in California.
Office
Advisors at this office: 31
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors, LLCAug 2024 – Apr 2025New York, NY
- Biestek Bail BondsMay 2012 – Dec 2024Middletown, CT
- Lyman Orchards Gold ClubSep 2015 – Nov 2024Middlefield, CT
- The Twin Eagles Golf ClubJan 2023 – May 2023Naples, FL
- Chapman University Academic Advising OfficeJan 2018 – Jun 2018Orange, CA
- Houston'sNov 2017 – Dec 2017Irvine, CA
- Charles Schwab & Co.,Inc.May 2025 – no end date reportedNewport Beach, CA
- Charles Schwab & Co., IncMay 2025 – no end date reportedNewport Beach, CA
- Charles Schwab Premier BankSep 2026 – no end date reportedNewport Beach, CA
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Newport Beach, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Biestek has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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