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RIA / WealthAdvisor18 years in industry

ALECIA BETH FISHER DOUGHERTY

Advisor at UNITING WEALTH PARTNERS

Rochester, NY | DENVER, CO

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Search this name across graphsid dfx:ria:24e73fdc-359f-752b-daa7-2e5780c2a52e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 26, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UNITING WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Oct 1, 2007
First registration: Nov 26, 2007
Dual registered: no
Other names: ALECIA B FISHER|ALECIA BETH FISHER
IAPD individual key: 5397757

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UNITING WEALTH PARTNERS	Independent wealth	Jun 25, 2025	n/a	yes	DENVER, CO\|Rochester, NY	Current employment
NAVITER WEALTH, LLC	Independent wealth	Apr 14, 2023	Jun 30, 2025	no	LITTLE ROCK, AR\|Rochester, NY	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Feb 1, 2018	Apr 26, 2023	no	Rochester, NY	Previous registration
HIGH FALLS ADVISORS, INC.	Independent wealth	Dec 16, 2013	Feb 3, 2018	no	ROCHESTER, NY	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 26, 2007	Oct 31, 2013	no	ROCHESTER, NY\|BLUE ASH, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NAVITER WEALTH, LLC	UNITING WEALTH PARTNERS	Jun 30, 2025	Jun 25, 2025	-5	Firm change	RIA to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	NAVITER WEALTH, LLC	Apr 26, 2023	Apr 14, 2023	-12	Firm change	Ibd to RIA
HIGH FALLS ADVISORS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 3, 2018	Feb 1, 2018	-2	Firm change	Other
STRATEGIC ADVISERS LLC	HIGH FALLS ADVISORS, INC.	Oct 31, 2013	Dec 16, 2013	46	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134139:311508:NY:2023-04-26	Apr 26, 2023	Apr 14, 2023	ROCHESTER, NY	Firm change

Relationships

Registered with (5)

→ UNITING WEALTH PARTNERSRegistered adviserregistration: current employment
Jun 25, 2025 to presentfactForm ADV
→ NAVITER WEALTH, LLCRegistered adviserregistration: previous registration
Apr 14, 2023 to Jun 30, 2025factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 1, 2018 to Apr 26, 2023factForm ADV
→ HIGH FALLS ADVISORS, INC.Registered adviserregistration: previous registration
Dec 16, 2013 to Feb 3, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Nov 26, 2007 to Oct 31, 2013factForm ADV

Dated events

Occurred
Jun 30, 2025
Advisor changed firm
Alecia Beth Fisher Dougherty left Naviter Wealth, Llc for Uniting Wealth Partners (registered 2025-06-25)
Form ADVobserved 4 days ago
Occurred
Apr 26, 2023
Advisor changed firm
Alecia Beth Fisher Dougherty left Cambridge Investment Research Advisors, Inc. for Naviter Wealth, Llc (registered 2023-04-14)
Form ADVobserved 4 days ago