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Alejandro Miguel Velazquez

Carnegie Investment Counsel

Pepper Pike, OH

Stamford, CT

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Current Employers
Carnegie Investment Counsel

30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-02-05
NY RA APPROVED 2025-02-05
  • CT RA
    APPROVED
    Since 2025-02-05
  • NY RA
    APPROVED
    Since 2025-02-05

Branch Locations

30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States

4 High Ridge Park, 3Rd Floor, Stamford, CT 06905 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matt Russo New York NY 03/2015 08/2021
Northwestern Mutual Investment Services Llc New York NY 03/2015 08/2021
Northwestern Mutual Wealth Management Company New York NY 05/2015 08/2021
Northwestern Mutual Investments Services, Llc New York NY 05/2015 08/2021
Carnegie Investment Counsel Stamford CT 02/2025 05/2026
Eagle Ridge Investment Management, Llc. Stamford CT 08/2021 02/2025
Carnegie Investment Counsel Stamford CT 05/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-26
S63 Uniform Securities Agent State Law Examination 2012-08-04
  • S65 Uniform Investment Adviser Law Examination
    2015-05-26
  • S63 Uniform Securities Agent State Law Examination
    2012-08-04
Designations
Other Names
  • Al Velazquez
  • Alex Velazquez
  • Alex Velazquez
  • Alex Velazquez
  • Al Velazquez

View on SEC IAPD

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Other Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH
WELLS FARGO CLEARING SERVICES, LLC · PEPPER PIKE, OH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CLEVELAND, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH
ELIZABETH PARK CAPITAL MANAGEMENT, LTD · PEPPER PIKE, OH
VIRTERA PARTNERS LLC · PEPPER PIKE, OH

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