Alfred Puchala, financial advisor Norwalk CT

Alfred Puchala

CRD Number: 1962199
Current Firm: Capzone Management LLC

Alfred Puchala (CRD# 1962199) is an Investment Advisor Representative working at Capzone Management LLC in Norwalk, CT and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Capzone Management LLC Norwalk, CT Mar 2024 - Current < 1
Capzone Management LLC Norwalk, CT Apr 2018 - Current 6
Capitol Peak And Affiliates New York, NY Feb 2014 - Apr 2018 4
Capitol Peak Asset Management LLC Washington, DC Feb 2014 - Apr 2018 4
Academy Securities New York, NY Oct 2014 - Dec 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Dec 2023
Contact Info for Alfred J. Puchala
Phone Number: 646-580-3195
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CT

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