Gina Marie Portelles

Employer firm

Alexander Capital Wealth Management LLC CRD 157714

$238M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2001 → Present
  The Investment Center
  Mt. Pleasant, SC
• 06/2006 → Present
  Ic Advisory Services, Inc.
  Mt. Pleasant, SC
• 06/2021 → Present
  Alexander Capital Lp
  New York, NY

Previous Registrations

• 2006-06-02 → 2021-06-09
  Ic Advisory Services, Inc.
  Mt. Pleasant, SC
  Bedminster, NJ
• 2002-09-26 → 2006-10-02
  The Investment Center, Inc.
  Staten Island, NY
  Mt. Pleasant, SC

Other Businesses

1.AGENT TO SELL LIFE INSURANCE. LONG TERM CARE, AND NON-VARIABLE INSURANCE SALES. DEVOTE 1 TO 20% PER MONTH. COMPENSATION IS FORM COMMISSIONS. NON-INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-25
• S63 Uniform Securities Agent State Law Examination
  1998-12-18

Other Names

• Gina Marie Massa
• Gina Marie Massa