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Alexander Shaffer, portrait

Alexander Shaffer

Investment adviser representative at Shaffer Capital Advisers in Westerville, OH

Investment adviser registrationUpdated

Alexander Shaffer is an investment adviser representative at Shaffer Capital Advisers, LLC, an investment adviser managing $211M, and works from its Westerville, OH office. Alexander Shaffer has been registered through Shaffer Capital Advisers since 30 April 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Alexander Shaffer has been an investment adviser representative at Shaffer Capital Advisers since April 2026, and is not listed among the firm’s executive officers or direct owners. Alexander Shaffer holds a Bachelor of Science in Business Administration from Ohio Northern University.

Shaffer Capital Advisers, LLC is a Westerville, OH firm with $211M under management, 201 clients and 4 advisers in one office, as of its May 2026 filing.

Alexander M. Shaffer is Wealth Management Advisor of Shaffer Capital. He joined the firm in the spring of 2026. He works with the firm's individual and business clients on comprehensive financial planning and personalized investment management.

  1. – present · under a year
    Westerville, OH · Adviser representative · Firm CRD 150106

Credentials and registrations

Investment adviser representative registrations

Alexander Shaffer is registered as an investment adviser representative in Ohio, since April 2026.

  • OhioSince 30 April 2026

Examinations

Series 6528 March 2026
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Alexander Matthew Shaffer
CRD
8259653
Firm
Shaffer Capital Advisers · CRD 150106
Office
550 POLARIS PARKWAY, SUITE 130, Westerville, OH 43082
Registration
Investment adviser registration
In the industry since
April 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Alexander Shaffer work?

Alexander Shaffer is an investment adviser representative registered through Shaffer Capital Advisers, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Alexander Shaffer a financial advisor?

Yes. Alexander Shaffer has a current investment-adviser registration in Ohio, through Shaffer Capital Advisers since April 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Alexander Shaffer have?

Alexander Shaffer has 0 years in the financial industry, since April 2026, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Alexander Shaffer passed?

Alexander Shaffer passed the Series 65 in March 2026.

Source: IAPD individual record, checked 22 October 2026

Where is Alexander Shaffer based?

Alexander Shaffer’s registered office is in Westerville, OH.

Source: IAPD individual record, checked 22 October 2026

Is Alexander Shaffer registered with FINRA?

No. Alexander Shaffer has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Alexander Shaffer’s record?

Search CRD 8259653 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexander Shaffer’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Shaffer Capital Advisers

Sources

  1. IAPD individual record, CRD 8259653, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Shaffer Capital Advisers, LLC, filed 26 May 2026. Executive officers and direct owners; this person is not among them.
  3. Shaffer Capital Advisers team page. Biography, education, credentials, awards and the portrait, reproduced for identification.