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Alec S
Series 65
Fair Oaks, CA
Aegis Wealth Management, Inc.
Alec Schendzelos is a financial advisor with Aegis Wealth Management, Inc., holding a Series 65 designation. He has been with Aegis Wealth Management since 2026 and has previous experience at Raymond Newell Group, FPC Savannah, and CMI. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans. The firm provides financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure, primarily overseeing third-party sub-advisers and model portfolios.
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