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Current Employers
Alexander Capital Wealth Management Llc

10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-01
  • SC RA
    APPROVED
    Since 2025-01-01

Branch Locations

Huger, SC • United States

10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planmember Carpinteria CA 06/2011 04/2017
Gabor & Associates Staten Island NY 04/2017 Present
Alexander Capital Welath Management Llc New York NY 09/2018 01/2021
Alexander Capital Lp New York NY 05/2019 01/2021
Alexander Capital, L.P. New York NY 03/2021 Present
Alexander Capital Welath Management Llc New York NY 03/2021 Present
  • 06/2011 → 04/2017
    Planmember
    Carpinteria, CA
  • 04/2017 → Present
    Gabor & Associates
    Staten Island, NY
  • 09/2018 → 01/2021
    Alexander Capital Welath Management Llc
    New York, NY
  • 05/2019 → 01/2021
    Alexander Capital Lp
    New York, NY
  • 03/2021 → Present
    Alexander Capital, L.P.
    New York, NY
  • 03/2021 → Present
    Alexander Capital Welath Management Llc
    New York, NY
Previous Registrations
Other Businesses

1. I AM A CERTIFIED PUBLIC ACCOUNTANT ACTIVELY LICENSED IN NEW YORK STATE, WHO PROVIDES FINANCIAL PLANNING ADVICE FOR THE CLIENTS OF GABOR AND ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS. 2. 12/1/2024 - ASH BROKERAGE - AGENT TO SELL LIFE INSURANCE AND INDEXED ANNUITIES. LONG TERM CARE, AND NON-VARIABLE INSURANCE SALES. DEVOTES 2 HOURS PER WEEK. COMPENSATION IS FROM COMMISSIONS. NON-INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-08-22
S65 Uniform Investment Adviser Law Examination 1999-10-18
  • S63 Uniform Securities Agent State Law Examination
    2019-08-22
  • S65 Uniform Investment Adviser Law Examination
    1999-10-18
Designations
Other Names
  • Edward Nelson Portelles
  • Edward N Portelles

View on SEC IAPD

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