Alexander “Sandy” Fischman
Senior Financial Advisor
https://fa.wellsfargoadvisors.com/fischman-azar/
Skills
Holistic wealth advice for high-net-worth households and business owners
Investment policy design, portfolio supervision, and risk controls
Retirement and cash-flow planning; tax-aware implementation with outside CPAs
Liquidity/event planning (business sales, concentrated positions)
Team leadership, client service model design, and process optimization
Summary
Senior advisor and team co-founder with leadership over a large, multi-advisor practice. Experience managing sizable client relationships, guiding platform transitions, and delivering comprehensive planning and investment oversight.
Work Experience
Senior Financial Advisor — Wells Fargo Advisors Financial Network (FiNet) — FischmanAzar Group (Jul 2025-present)
Led transition of the practice from Morgan Stanley to FiNet; maintained service levels and continuity.
Oversees planning and portfolio governance for complex households.
Financial Advisor — Morgan Stanley (2021–2025)
Senior advisor within a team recognized on Forbes 2025 Best-in-State Wealth Management Teams.
Industry reports cited the practice at approximately $672MM in client assets and ~$12MM annual revenue prior to the move.
Financial Advisor — Merrill (2016–2021)
Associate Broker — Laidlaw & Company (2013–2016)
Associate Broker — Spartan Capital Securities (2012–2013)
Education
Yeshiva University
2008-2012
Recognitions
Forbes 2025 Best-in-State Wealth Management Teams
Registrations & Affiliations
Registered Representative/Advisor with Wells Fargo Advisors Financial Network (FiNet)