Alex Manolakos has been an investment adviser representative at Benchmark Financial Wealth Advisors since September 2023, and is not listed among the firm’s executive officers or direct owners. Alex Manolakos holds a Bachelor of Science in Finance from Florida State University and an MBA in Finance from Florida State University.
Benchmark Financial Wealth Advisors LLC is a Boca Raton, FL firm with $766M under management, 366 clients and 7 advisers across 4 offices, as of its May 2026 filing.
Alex Manolakos is Associate Wealth Advisor of Benchmark Financial Wealth Advisors. He specializes in retirement plan consulting and investment strategy for individuals, families, and business owners. He works with plan sponsors and clients to design, implement, and monitor financial strategies, including qualified plans for business owners.
- – present · 3 yearsAdviser representative · Firm CRD 287966
Professional designations
Listed by Benchmark Financial Wealth Advisors
- Certified Plan Fiduciary Advisor (CPFA®)
- Chartered Retirement Plans Specialist (CRPS®)
Investment adviser representative registrations
Alex Manolakos is registered as an investment adviser representative in 3 states. The first approvals date from September 2023; the most recent is New Jersey, in May 2026.
- FloridaSince 6 September 2023
- New JerseySince 27 May 2026
- TexasSince 1 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7803863
- Firm
- Benchmark Financial Wealth Advisors · CRD 287966
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bfllc.com
Where does Alex Manolakos work?
Alex Manolakos is an investment adviser representative registered through Benchmark Financial Wealth Advisors LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Alex Manolakos a financial advisor?
Yes. Alex Manolakos has a current investment-adviser registration in Florida, New Jersey and Texas, through Benchmark Financial Wealth Advisors since September 2023.
How many years of experience does Alex Manolakos have?
Alex Manolakos has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has Alex Manolakos passed?
Alex Manolakos passed the Series 65 in August 2023.
Is Alex Manolakos registered with FINRA?
No. Alex Manolakos has no current broker registration.
How can I verify Alex Manolakos’ record?
Search CRD 7803863 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alex Manolakos’ full registration record.
