Alexandre Joseph Duperret

Employer firm

Ima Advisory Services, Inc. CRD 112091

$3.90B regulatory AUM 192 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2022 → 01/2024
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 05/2018 → 05/2022
  University Of Colorado Boulder
  Boulder, CO
• 05/2014 → 05/2018
  Cherry Creek High School
  Greenwood Village, CO
• 10/2016 → 02/2017
  Mcdonald's
  Englewood, CO
• 06/2018 → 08/2018
  Waterway Carwash
  Greenwood Village, CO
• 05/2019 → 08/2019
  Production Services International
  Denver, CO
• 05/2020 → 01/2021
  Independent Power Systems
  Boulder, CO
• 05/2021 → 08/2021
  Independent Power Systems
  Boulder, CO
• 05/2022 → 10/2022
  Unemployed
  Denver, CO
• 02/2024 → Present
  Syntrinsic Llc
  Denver, CO
• 01/2025 → Present
  Ima Advisory Services
  Denver, CO

Previous Registrations

• 2024-04-03 → 2025-01-03
  Syntrinsic Llc
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-04-03
• S63 Uniform Securities Agent State Law Examination
  2023-05-23

Other Names

• Alex Duperret