Alexandra Rice has been Partner of Atlas Wealth since January 2025, is a control person of the firm and directly owns between 5% and 10% of it. Alexandra Rice holds a Bachelor's degree in arts administration from the College of Charleston.
Atlas Wealth LLC is a Cincinnati, OH firm with $873M under management, 2,903 clients and 4 advisers in one office, as of its April 2026 filing.
Alexandra Rice is Vice President, Financial Advisor of Gearhart & Associates, with more than a decade of experience as a financial advisor. She focuses on helping families grow and preserve wealth, whether for retirement, a child's education or a legacy. Before joining Merrill Lynch in 2013, she worked in the philanthropic world raising money for the arts.
Alexandra Rice’s longest registration was 5 years at Raymond James & Associates, Inc. (2013–2019). Before joining Atlas Wealth in 2022, Alexandra Rice was registered through Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Gearhart & AssociatesCurrent– present · 4 yearsWindsor, CA · Adviser representative · Firm CRD 321832
- Raymond James & Associates, Inc.– · 2 yearsSanta Rosa, CA · Adviser representative · Firm CRD 705
- Raymond James & Associates, Inc.– · 5 yearsCincinnati, OH · Adviser representative · Firm CRD 705
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearCincinnati, OH · Adviser representative · Firm CRD 7691
Professional designations
Listed by Atlas Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Alexandra Rice is registered as an investment adviser representative in Ohio, since July 2022.
- OhioSince 14 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 September 2013 |
| Series 7 | General Securities Representative Examination | 29 August 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alexandra Eichler Rice
- CRD
- 6219315
- Firm
- Atlas Wealth · CRD 321832
- Role
- Partner
- Office
- Windsor, CA
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gearhart-assoc.com
Where does Alexandra Rice work?
Alexandra Rice has been Partner of Atlas Wealth LLC since January 2025, and is a control person of the firm.
Is Alexandra Rice a financial advisor?
Yes. Alexandra Rice has a current investment-adviser registration in Ohio, through Atlas Wealth since July 2022.
How many years of experience does Alexandra Rice have?
Alexandra Rice has 12 years in the financial industry, since June 2014, across 3 adviser firms.
What exams has Alexandra Rice passed?
Alexandra Rice has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2013. FINRA credited Alexandra Rice with the SIE, which began in October 2018.
Where did Alexandra Rice work before Atlas Wealth?
Before Atlas Wealth, Alexandra Rice was registered through Raymond James & Associates, Inc., April 2020 to June 2022; Raymond James & Associates, Inc., December 2013 to July 2019; Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2013 to December 2013.
Where is Alexandra Rice based?
Alexandra Rice’s registered office is in Windsor, CA.
Is Alexandra Rice registered with FINRA?
No. Alexandra Rice has no current broker registration.
Is Alexandra Rice a CFP?
Atlas Wealth lists Alexandra Rice with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Alexandra Rice’s record?
Search CRD 6219315 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexandra Rice’s full registration record.
Kenton GearhartPresident and CIO- Andy ArmstrongChief Compliance Officer