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Alejandro Cabezut

The Summit Group

San Antonio, TX

CRD 5790204

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Employer firm

The Summit Group CRD 173130

$16.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
The Summit Group

342 W. Woodlawn Avenue Ste. 200, San Antonio, TX 78212 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-26
  • TX RA
    APPROVED
    Since 2024-01-26

Branch Locations

342 W. Woodlawn Avenue Ste. 200, San Antonio, TX 78212 • 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
The Summit Group San Antonio TX 06/2016 06/2017
The Summit Group San Antonio TX 06/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-30
S66 Uniform Combined State Law Examination 2010-08-21
  • S65 Uniform Investment Adviser Law Examination
    2017-06-30
  • S66 Uniform Combined State Law Examination
    2010-08-21
Other Names
  • Alejandro Jose Cabezut-Reta

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX

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