Alex Picone has been an investment adviser representative at IM Wealth Partners Investment Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners. Alex Picone studied at Temple University.
IM Wealth Partners Investment Advisors LLC is a Blue Bell, PA firm with $124M under management, 17 clients and 8 advisers in one office, as of its September 2026 filing.
Alex Picone is Paraplanner of IM Wealth Partners, based in Blue Bell, PA. He joined the firm in 2023 after working in New York City as an Analyst in the Leveraged & Acquisition Finance Group at SMBC. At SMBC, he helped advise US-based public companies and private equity sponsors on financing strategies for M&A and LBO transactions.
Alex Picone’s longest registration is the current one, 2 years at Stonex Advisors Inc. since 2024.
- IM Wealth PartnersCurrent– present · under a yearBlue Bell, PA · Adviser representative · Firm CRD 307379
- Stonex Advisors Inc.Also current– present · 2 yearsBlue Bell, PA · Adviser representative · Firm CRD 174182
Investment adviser representative registrations
Alex Picone is registered as an investment adviser representative in Pennsylvania, since January 2024.
- PennsylvaniaSince 17 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 19 December 2023 |
| Series 7TO | General Securities Representative Examination | 17 August 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 September 2022 |
| Series 79TO | Investment Banking Registered Representative Examination | 9 September 2022 |
| SIE | Securities Industry Essentials Examination | 10 January 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6832747
- Firm
- IM Wealth Partners Investment Advisors · CRD 307379
- Office
- 3 VALLEY SQUARE, SUITE 110, Blue Bell, PA 19422
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- imwealthpartners.com
Where does Alex Picone work?
Alex Picone is an investment adviser representative registered through IM Wealth Partners Investment Advisors LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Alex Picone a financial advisor?
Yes. Alex Picone has a current investment-adviser registration in Pennsylvania, through IM Wealth Partners Investment Advisors since June 2026.
How many years of experience does Alex Picone have?
Alex Picone has 4 years in the financial industry, since October 2022, across 2 adviser firms.
What exams has Alex Picone passed?
Alex Picone has passed 5 licensing exams: the SIE, Series 79TO, Series 63, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2020.
Where is Alex Picone based?
Alex Picone’s registered office is in Blue Bell, PA.
Is Alex Picone registered with FINRA?
Yes. Alex Picone has a current broker registration, under CRD 6832747.
Source: FINRA BrokerCheck
How can I verify Alex Picone’s record?
Search CRD 6832747 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Alex Picone’s full registration record.
- Andy ArmstrongChief Compliance Officer
Ian MeierdiercksCEO/Managing Member