William Alexander has been an investment adviser representative at Transce3nd since October 2022, and is not listed among the firm’s executive officers or direct owners.
Transce3nd LLC is a Buda, TX firm with $419M under management, 1,620 clients and 42 advisers across 17 offices, as of its May 2026 filing.
William Alexander’s longest registration was 15 years at Brookstone Capital Management LLC (2008–2023). Before joining Transce3nd in 2022, William Alexander was registered through Brookstone Capital Management LLC.
- Brookstone Capital Management LLC– · 15 yearsArlington, TX · Adviser representative · Firm CRD 141413
Investment adviser representative registrations
William Alexander is registered as an investment adviser representative in Texas, since October 2022.
- TexasSince 3 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 October 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Joseph Alexander
- CRD
- 5553208
- Firm
- Transce3nd · CRD 317745
- Office
- 17330 Preston Road, Suite 200D, Dallas, TX 75252
- Registration
- Investment adviser registration
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does William Alexander work?
William Alexander is an investment adviser representative registered through Transce3nd LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is William Alexander a financial advisor?
Yes. William Alexander has a current investment-adviser registration in Texas, through Transce3nd since October 2022.
How many years of experience does William Alexander have?
William Alexander has 18 years in the financial industry, since June 2008, across 2 adviser firms.
What exams has William Alexander passed?
William Alexander passed the Series 65 in October 2007.
Where is William Alexander based?
William Alexander’s registered office is in Dallas, TX.
Is William Alexander registered with FINRA?
No. William Alexander has no current broker registration.
How can I verify William Alexander’s record?
Search CRD 5553208 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Alexander’s full registration record.
