Alexander David Rye
Advisor at EGSI Investment Management — Dublin, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
< 1 year
Location
Dublin, OH 43017
EGSI Investment Management
Supported
Total advisors
3Clients per advisor
82 HighAvg AUM per client
$412,676 LowHNW client ratio
7% Very LowAlexander Rye is an advisor at EGSI Investment Management with Series 63 and Series 65 designations and one year of industry experience. Prior to joining EGSI, he held positions at Northwestern Mutual and worked in pediatric ophthalmology for four years. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm employs a top-down approach combining fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a range of model portfolios and continuous account supervision.
Based on EGSI Investment Management
Based on EGSI Investment Management
Flat fees charged for financial planning and consulting services, typically $500 to $15,000; additional flat fees for plan updates $500 to $2,500.
$0 - $0: Not explicitly tiered but fee range is 0.25% – 2.00% annually based on portfolio size and other factors; fees will not exceed 3.00% per annum.
Certain supervised persons offer insurance products on a separate commission basis.
Account minimum: $50,000 Minimum fee: Financial planning and consulting fees historically ranged from $500 to $15,000; additional flat fees for annual updates range from $500 to $2,500. Fee-only: Fixed fees for financial planning and consulting, negotiable, generally $500 to $15,000 depending on scope.
Dublin, OH
5100 Parkcenter Ave, Suite 120
Dublin OH 43017
Advisors at this office
3
Ohio
< 1 year of industry experience
EGSI Investment Management, Inc.
2025 - Present • 1 year
Dublin, OH
EGSI Financial
2025 - Present • 1 year
Dublin, OH
Northwestern Mutual Wealth Management Company
2025 - 2025 • 1 year
Milwaukee, WI
Northwestern Mutual Investment Services LLC
2025 - 2025 • 1 year
Upper Arlingtn, OH
Northwestern Mutual Life Insurance Company
2024 - 2025 • 1 year
Upper Arlington, OH
Pediatric Ophthalmology Associates
2020 - 2024 • 4 years
Columbus, OH
Unemployed
2020 - 2020 • 1 year
Columbus, OH
Michigan State University
2019 - 2019 • 1 year
East Lansing, MI
ScribeAmerica
2019 - 2020 • 1 year
Lansing, MI
Michigan State University
2016 - 2019 • 3 years
East Lansing, MI
Student
2015 - 2019 • 4 years
East Lansing, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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