Louise Alexander has been an investment adviser representative at Gates Pass Advisors since July 2026, and is not listed among the firm’s executive officers or direct owners. Louise Alexander holds a Certificate in Financial Planning from Bellarmine University.
Gates Pass Advisors, LLC is a Los Altos, CA firm with $208M under management, 69 clients and 2 advisers across 2 offices, as of its July 2026 filing.
Louise Alexander is Associate Advisor at Gates Pass Advisors. She works alongside the firm's lead advisors to help clients determine what matters most to them. She spent nearly two decades as a professional violinist, performing with orchestras across the United States, Canada, Europe and Israel, and later built and managed a multifamily real estate portfolio.
Louise Alexander’s longest registration was under a year at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2025–2026). Before joining Gates Pass Advisors in 2026, Louise Alexander was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Newground Social Investment.
- Gates Pass Advisors, LLCCurrent– present · under a yearUpper Seattle, WA · Adviser representative · Firm CRD 269983
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearBellevue, WA · Adviser representative · Firm CRD 7691
- Newground Social Investment– · under a yearSeattle, WA · Adviser representative · Firm CRD 117060
Professional designations
Listed by Gates Pass Advisors
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Louise Alexander is registered as an investment adviser representative in Washington, since July 2026.
- WashingtonSince 31 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 17 September 2025 |
| SIE | Securities Industry Essentials Examination | 16 August 2025 |
| Series 7TO | General Securities Representative Examination | 2 August 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 December 2024 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7955496
- Firm
- Gates Pass Advisors · CRD 269983
- Office
- Upper Seattle, WA
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gatespassadvisors.com
Where does Louise Alexander work?
Louise Alexander is an investment adviser representative registered through Gates Pass Advisors, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Louise Alexander a financial advisor?
Yes. Louise Alexander has a current investment-adviser registration in Washington, through Gates Pass Advisors since July 2026.
How many years of experience does Louise Alexander have?
Louise Alexander has 1 year in the financial industry, since May 2025, across 3 adviser firms.
What exams has Louise Alexander passed?
Louise Alexander has passed 4 licensing exams: the Series 65, Series 7TO, SIE and Series 63. The earliest, the Series 65, was passed in December 2024.
Where did Louise Alexander work before Gates Pass Advisors?
Before Gates Pass Advisors, Louise Alexander was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2025 to June 2026; Newground Social Investment, January 2025 to May 2025.
Where is Louise Alexander based?
Louise Alexander’s registered office is in Upper Seattle, WA.
Is Louise Alexander registered with FINRA?
No. Louise Alexander has no current broker registration.
Is Louise Alexander a CFP?
Gates Pass Advisors lists Louise Alexander with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
Source: Louise Alexander, CFP® biography, gatespassadvisors.com
How can I verify Louise Alexander’s record?
Search CRD 7955496 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Louise Alexander’s full registration record.