Alexandra Cali has been Advisor, Principal of Charter Capital Management since January 2022, is a control person of the firm and directly owns under 5% of it. Alexandra Cali holds a B.A. in Political Science from the University of Wisconsin-Milwaukee and a Law degree from the University of Wisconsin Law School.
Charter Capital Management, LLC is a Brookfield, WI firm with $462M under management, 362 clients and 4 advisers in one office, as of its March 2026 filing.
Alexandra M. Cali is an Investment Advisor Representative of Charter Capital Management and an attorney. She joined the firm in 2016; before that she was an associate attorney with an insurance defense firm in the Milwaukee area.
Alexandra Cali’s longest registration is the current one, 10 years at Charter Capital Management since 2016.
- Bluespring Wealth Management, LLCAlso current– present · under a yearBrookfield, WI · Adviser representative · Firm CRD 152667
- – present · 10 yearsBrookfield, WI · Adviser representative · Firm CRD 35919
Investment adviser representative registrations
Alexandra Cali is registered as an investment adviser representative in Wisconsin, since August 2016.
- WisconsinSince 26 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 August 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alexandra Marie Cali
- CRD
- 6656336
- Firm
- Charter Capital Management · CRD 35919
- Role
- Advisor, Principal
- Office
- 13805 W BURLEIGH ROAD, SUITE 100, Brookfield, WI 53005
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chartercapital.net
Where does Alexandra Cali work?
Alexandra Cali has been Advisor, Principal of Charter Capital Management, LLC since January 2022, and is a control person of the firm.
Is Alexandra Cali a financial advisor?
Yes. Alexandra Cali has a current investment-adviser registration in Wisconsin, through Charter Capital Management since August 2016.
How many years of experience does Alexandra Cali have?
Alexandra Cali has 10 years in the financial industry, since August 2016, across 2 adviser firms.
What exams has Alexandra Cali passed?
Alexandra Cali passed the Series 65 in August 2016.
Where is Alexandra Cali based?
Alexandra Cali’s registered office is in Brookfield, WI.
Is Alexandra Cali registered with FINRA?
No. Alexandra Cali has no current broker registration.
How can I verify Alexandra Cali’s record?
Search CRD 6656336 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexandra Cali’s full registration record.
