Alexander Capital Wealth Management LLC

Alexander Capital Wealth Management LLC (CRD# 157714) is a financial advisory firm headquartered in Red Bank, NJ. They manage $120,789,910 in 531 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    531
    ACCOUNTS
  • Average Account Value
    $227,476
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, FL, GA, LA, MO, NE, NJ, NY, OR, PA, SC, TX, WA

Financial Advisors at Alexander Capital Wealth Management LLC
Showing 11 - 20 of 24 top financial advisors.
11
Gina M. Portelles
CRD#: 3163378
10 Drs. James Parker Blvd, Suite 202, Red Bank, NJ 07701

Gina Portelles (CRD# 3163378) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Red Bank, NJ and has over 25 years of experience in the finance industry.

12
Jeremy L. Presley
CRD#: 6685733
9040 Rosewell Road, Suite 350, Atlanta, GA 30350

Jeremy Presley (CRD# 6685733) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Atlanta, GA and has over 7 years of experience in the finance industry.

13
Jesus Quezada
CRD#: 5117930
2410 W Valley Blvd, Alhambra, CA 91803

Jesus Quezada (CRD# 5117930) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Alhambra, CA and has over 16 years of experience in the finance industry.

14
Roger A. Roemmich
CRD#: 1293322
10 Drs. James Parker Blvd, Suite 202, Red Bank, NJ 07701

Roger Roemmich (CRD# 1293322) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Red Bank, NJ and has over 39 years of experience in the finance industry.

15
John D. Williamson
CRD#: 2357023
Steilacoom, WA

John Williamson (CRD# 2357023) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Steilacoom, WA and has over 30 years of experience in the finance industry.

16
Joseph A. Amato
CRD#: 2751635
10 Drs. James Parker Blvd, Suite 202, Red Bank, NJ 07701

Joseph Amato (CRD# 2751635) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Red Bank, NJ and has over 26 years of experience in the finance industry.

17
Dustin A. Bachtel
CRD#: 7432314
518 First Street, Glasgow, MO 65254

Dustin Bachtel (CRD# 7432314) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Glasgow, MO and has 1 year of experience in the finance industry.

18
Steven A. Bencivenga
CRD#: 3000161
10 Drs James Parker Blvd, Suite 202, Red Bank, NJ 07701

Steven Bencivenga (CRD# 3000161) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Red Bank, NJ and has over 26 years of experience in the finance industry.

19
Nick Filippo
CRD#: 6527350
10 Drs James Parker Blvd, Suite 202, Red Bank, NJ 07701

Nick Filippo (CRD# 6527350) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Red Bank, NJ and has over 8 years of experience in the finance industry.

20
Scotty C. George
CRD#: 1023983
10 Drs. James Parker Blvd, Suite 202, Red Bank, NJ 07701

Scotty George (CRD# 1023983) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Red Bank, NJ and has over 42 years of experience in the finance industry.

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