Raymond James & Associates
44yrs
Jeffrey Charles Gartman
Financial advisor
8120 Lakewood Main Street Suite 201
Lakewood Ranch, FL 34202
Lakewood Ranch, FL 34202
Top advisor by experience in Lakewood Ranch
12yrs
Alexander Carson Wolfe
Financial advisor at Base Wealth Management
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office7301 Merchant Court Suite A, Lakewood Ranch, FL 34240
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Base Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2023 – nowBase Wealth ManagementCurrent firm
- Nov 2022 – Jul 2023Fourthought Financial Partners, Llc.Previously
- Mar 2022 – Dec 2022Fourthought Private WealthPreviously
- 2018 – 2021Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Alexander
Tailored to Alexander’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Alexander
How do I contact Alexander?
Call Base Wealth Management at 941-203-6040 and ask for Alexander Carson Wolfe. Alexander works from the Lakewood Ranch, FL office.
How long has Alexander been a financial advisor?
Alexander has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Alexander hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Alexander a fiduciary?
Alexander is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alexander paid?
Base Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alexander for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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