Alexander David Bublick

Employer firm

Coral Wealth Management, LLC CRD 307117

$124M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• HEALTH SAVING ACCOUNTS ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 05/2023
  Morgan Stanley
  New York, NY
• 02/2022 → 06/2022
  Hyatt Place
  Bloomington, IN
• 05/2021 → 07/2021
  Kohler Co.
  Kohler, WI
• 08/2019 → 11/2020
  Israel Defense Forces
  Tel Aviv
• 01/2018 → 07/2022
  Indiana University
  Bloomington, IN
• 05/2023 → 02/2024
  Stifel, Nicolaus & Company, Incorporated
  New York, NY
• 02/2017 → 12/2017
  Unemployed
  N/A, XX
• 02/2024 → 02/2025
  Development Corporation For Israel
  New York, NY
• 02/2025 → 04/2025
  Valley Financial Management, Inc.
  New York, NY
• 05/2025 → 08/2025
  Unemployed
  N/A, NL
• 09/2025 → 06/2026
  Stifel, Nicolaus & Company, Incorporated
  Boca Raton, FL
• 06/2016 → 01/2017
  Michigan State University
  East Lansing, MI
• 06/2026 → Present
  Coral Wealth Management, Llc
  Miami, FL

Previous Registrations

• 2025-09-09 → 2026-07-08
  Stifel, Nicolaus & Company, Incorporated
  Boca Raton, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-14
• S63 Uniform Securities Agent State Law Examination
  2022-08-01

Other Names

• Alexander D Bublick
• Alexander David Bublick