Alex Toussaint

Employer firm

Risen Phoenix Capital Advisers, LLC CRD 337648

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 07/2017 → 02/2024
  Nylife Securities Llc
  Waltham, MA
• 03/2017 → 02/2024
  New York Life Insurance Company
  Waltham, MA
• 08/2013 → 04/2017
  Exit Elite Realty
  Lynn, MA
• 02/2024 → Present
  Kitaya Tax Services, Llc
  Belmont, MA
• 06/2025 → Present
  Risen Phoenix Capital Advisers, Llc
  Malden, MA
• 02/2025 → Present
  Re/Max On The Charles
  Waltham, MA

Other Businesses

1. Insurance Agent; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 23 Grant Avenue, Belmont, MA 02478; Start Date 06/2025; Role/Title: Insurance Agent; Less than 1hr per week; Less than 1hr per week during trading hours; Selling insurance products] 2. Kitaya Tax Services, LLC; Non-investment related; 23 Grant Avenue-Belmont, MA, 02478; Tax preparation and representation; Tax Accountant; President, owner; Start date: February, 2024; Less than 1hr per week outside of tax season, about 10 hrs per week during tax season; Less than 1 hr per week off season and during trading hours, less 2 hrs per week during tax season and during trading hours; tax preparation and representation services. 3. RE/MAX On The Charles; non-investment related; 131 Lexington Street- Waltham, MA, 02452; Real estate brokering; Position and title: Agent; Start date: February, 2025; Less than 3 hours per week; less than 1hour per week during trading hours; agent of buyers or sellers of real estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-28
• S63 Uniform Securities Agent State Law Examination
  2017-09-10