DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Alexander Nicholas Fellios

Usaa Investment Services Companyno RAUMTampa, Fldual registrantIAPD 7530840

Feed of 09/14/2026

Also filed as Alexander N Fellios

At current firm

0 y

since Jul 28, 2026

In the industry

10 y

since Aug 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Usaa Investment Services Company no RAUM current
since Jul 28, 2026 · Tampa, Fl
Park Avenue Securities LLC BD affiliated
Mar 17, 2026 to Jul 24, 2026 · Tampa, Fl
Valic Financial Advisors, Inc. BD affiliated
Feb 4, 2025 to Feb 11, 2026 · Tampa, Fl
Walser Wealth Management Company, A Limited Liability Company independent RIA
Jun 1, 2023 to Dec 4, 2024 · Tampa, Fl
Wells Fargo Advisors wirehouse
Jul 29, 2022 to Apr 24, 2023 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

Park Avenue Securities LLC to Usaa Investment Services Company
left Jul 24, 2026, registered Jul 28, 2026 (4 days) · Other · moved with a team
Valic Financial Advisors, Inc. to Park Avenue Securities LLC
left Feb 11, 2026, registered Mar 17, 2026 (34 days) · Affiliated broker-dealer or bank to another
Walser Wealth Management Company, A Limited Liability Company to Valic Financial Advisors, Inc.
left Dec 4, 2024, registered Feb 4, 2025 (62 days) · RIA to affiliated broker-dealer or bank
Wells Fargo Advisors to Walser Wealth Management Company, A Limited Liability Company
left Apr 24, 2023, registered Jun 1, 2023 (38 days) · Wirehouse to independent RIA

Signals

Alexander Nicholas Fellios left Park Avenue Securities Llc for Usaa Investment Services Company (registered 2026-07-28)
Jul 24, 2026 · Advisor changed firm · fact
Alexander Nicholas Fellios left Valic Financial Advisors, Inc. for Park Avenue Securities Llc (registered 2026-03-17)
Feb 11, 2026 · Advisor changed firm · fact
Alexander Nicholas Fellios left Walser Wealth Management Company, A Limited Liability Company for Valic Financial Advisors, Inc. (registered 2025-02-04)
Dec 4, 2024 · Advisor changed firm · fact
Alexander Nicholas Fellios left Wells Fargo Advisors for Walser Wealth Management Company, A Limited Liability Company (registered 2023-06-01)
Apr 24, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: No RAUM reportedderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address