Alexandra Claire Neault
Investment Adviser Representative at Corda Investment Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alexandra Claire Neault is an investment adviser representative with Corda Investment Management, LLC in Austin, TX, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with Florida Financial Advisors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
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.
- Florida Financial AdvisorsAug 2022 – Feb 2024Jacksonville, FL
- Gangchu Chicken & BeerFeb 2021 – Jul 2022Tampa, FL
- University of TampaFeb 2020 – Feb 2021Tampa, FL
- Silverado Golf and Country ClubJun 2020 – Aug 2020Zephyrhills, FL
- Koizi Endless Sushi and HibachiDec 2018 – Jan 2020Tampa, FL
- University of TampaAug 2019 – May 2022Tampa, FL
- Paul R. Wharton High SchoolAug 2015 – May 2019Tampa, FL
- Trinity Wealth Securities, LLCApr 2023 – Feb 2024Jacksonville, FL
- Florida Financial Advisors DBA Texas Financial AdvisorsFeb 2024 – Feb 2026Austin, TX
- Trinity Wealth Securities, LLCFeb 2024 – Feb 2026Austin, TX
- Corda Investment ManagementFeb 2026 – no end date reportedHouston, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Corda Investment Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- First tier1.00%
- Second tier0.85%
- Third tier0.50%
- Fourth tier0.25%
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
Portfolio management, financial planning, tax planning and preparation (including in-house tax preparation), and estate planning, all delivered in a coordinated manner by an integrated team.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 29
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Houston, TX
- SEC file number:
- 801-57097
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 26, 2026
View full firm profileOther advisors at Corda Investment Management, LLC
Showing 12 of 29 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexandra Claire Neault 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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