Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jobani S

Series 63, Series 66

Downey, CA

Alexander Capital Wealth Management LLC

Jobani Sanabria is a financial advisor at Alexander Capital Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Outside of advisory work, he is involved as an insurance agent selling annuities and life insurance. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through discretionary and non-discretionary wrap-fee accounts. The firm uses a combination of cyclical, technical, and fundamental analysis alongside due diligence and employs both long- and short-term trading strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Scotty G

Series 63, Series 65

New York, NY

Alexander Capital Wealth Management LLC

Scotty George is a financial advisor at Alexander Capital Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management LLC and its affiliated entity, Alexander Capital L.P., since 2014. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Kevin K

Series 66

The Villages, FL

Alexander Capital Wealth Management LLC

Kevin Kulins is a Series 66-licensed financial advisor at Alexander Capital Wealth Management LLC with one year of industry experience. His prior roles include positions at State Farm Investment Management Corp, MassMutual Life Insurance Co., Edward Jones, and several technology firms. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies and manages approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Alec S

Series 63, Series 65

Red Bank, NJ

Alexander Capital Wealth Management LLC

Alec Seccafico is a financial advisor at Alexander Capital Wealth Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC since 2022. Outside of his advisory role, he serves as an independent contractor for Alexander Capital Insurance Agency LLC. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm manages approximately $212.1 million in discretionary assets and employs a combination of cyclical, technical, and fundamental analysis in its investment process.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Edward P

CFP®, Series 65, Series 63

Huger, SC

Alexander Capital Wealth Management LLC

Edward Portelles is a CFP® with 23 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He has held roles at Alexander Capital entities since 2018 and also provides financial planning through Gabor & Associates as a licensed CPA in New York. Additionally, he is a licensed agent for life insurance and annuity products, dedicating limited time to these activities. Alexander Capital Wealth Management LLC offers investment advisory services to individual, high-net-worth, and institutional clients, combining proprietary technical analysis with fundamental review to guide a top-down, asset-allocation investment approach. The firm employs discretionary management, sub-advisers, and model portfolios, leveraging third-party platforms for execution, custody, and overlay services.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Steven B

Series 63, Series 66

Red Bank, NJ

Alexander Capital Wealth Management LLC

Steven Bencivenga is a financial advisor at Alexander Capital Wealth Management LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Laidlaw Wealth Management and Laidlaw and Company since 2013. Outside of his advisory role, he is the owner of SMSA Enterprises, Inc., a non-investment related business focused on expense and tax planning. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis along with documented due diligence to inform portfolio and manager selection.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Robert O

CFP®, Series 63

Atlanta, GA

Alexander Capital Wealth Management LLC

Robert Omohundro is a CFP® with 32 years of industry experience, currently serving at Alexander Capital Wealth Management LLC since 2020. He has prior experience with Centaurus Financial Inc. and holds the Series 63 designation. Outside of his advisory role, he is involved in consulting on senior, divorce, and tax planning through All Bridge Consulting LLC and supports a creative arts 3D animation company founded by his daughter. Alexander Capital Wealth Management LLC provides portfolio management primarily to individual and high-net-worth clients via discretionary and non-discretionary wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside documented due diligence, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Vito F

Series 63, Series 66

Newport Beach, CA

Alexander Capital Wealth Management LLC

Vito Francone is a financial advisor with Alexander Capital Wealth Management LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses and 31 years of industry experience. His prior roles include positions at Crown Capital Securities, Lp and Independent Financial Group Inc, and he has worked as an insurance agent for over 20 years. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and uses both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Stephen G

Series 63, Series 66

Red Bank, NJ

Alexander Capital Wealth Management LLC

Stephen Guercio is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Alexander Capital Wealth Management since 2017 and is also associated with Alexander Capital, L.P. and Clarkdoge Dodge & Co. In addition to his advisory roles, he is involved with Alexander Capital Insurance Agency LLC in a commission-based capacity. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm integrates cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

John S

Series 63, Series 65

Red Bank, NJ

Alexander Capital Wealth Management LLC

John Slipek is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Alexander Capital in various capacities since 2012. Outside of his advisory role, he serves as president of J Slipek Corp., a holding company used to manage personal expenses, and is a passive shareholder in IBC Holdings, a digital media company focused on financial analytical tools. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through discretionary and non-discretionary wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis, utilizing both long- and short-term trading strategies and documented due diligence in its investment process.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Michael E

Series 63, Series 66

Atlanta, GA

Alexander Capital Wealth Management LLC

Michael Eldredge is a financial advisor with Alexander Capital Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 credentials and having 29 years of industry experience. He has worked at Alexander Capital since 2020 and at Centaurus Financial Inc. since 2015. Eldredge also serves as branch manager and operations manager at LCORE Wealth Management LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and institutional clients, offering capital markets and M&A advisory work. The firm employs a top-down investment approach that blends proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Sean M

Series 63, Series 65

Dallas, TX

Alexander Capital Wealth Management LLC

Sean Murphy is a financial advisor with Alexander Capital Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at Maxim Group LLC and Newbridge Securities. Outside of his advisory work, he is involved with Team Enterprises, representing liquor brands at Dallas Mavericks and Dallas Stars games and managing VIP customer relations. Alexander Capital Wealth Management LLC provides portfolio management services primarily to individual and high-net-worth clients through discretionary and non-discretionary accounts, utilizing a combination of cyclical, technical, and fundamental analysis alongside long- and short-term trading strategies. The firm manages approximately $212.1 million in discretionary assets and operates with affiliations that include an in-house broker-dealer and private equity ventures.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Nick F

Series 63, Series 65

Red Bank, NJ

Alexander Capital Wealth Management LLC

Nick Filippo is a financial advisor at Alexander Capital Wealth Management LLC in Red Bank, NJ, with 10 years of industry experience. He has been with Alexander Capital Wealth Management since 2020 and has worked at Alexander Capital LP/Alexander Capital Securities since 2015. Filippo holds the Series 63 and Series 65 designations. Alexander Capital Wealth Management LLC provides portfolio management services primarily to individual and high-net-worth clients through discretionary and non-discretionary accounts, often using wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies and oversees approximately $212.1 million in discretionary assets under management.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Dustin B

Series 66

Glasgow, MO

Alexander Capital Wealth Management LLC

Dustin Bachtel is a financial advisor at Alexander Capital Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at Alexander Capital Wealth Management since 2022. Prior to this, he was associated with Chariton Valley for nine years and currently maintains roles at Arthur Morris Lifestyle Wealth Management and as a self-employed insurance producer. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis in its investment approach and manages approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Jeremy P

Series 66

Atlanta, GA

Alexander Capital Wealth Management LLC

Jeremy Presley is a financial advisor with Alexander Capital Wealth Management LLC in Atlanta, GA, holding a Series 66 license and with 10 years of industry experience. He has worked with Alexander Capital, L.P. since 2020 and previously with Centaurus Financial, Inc. from 2016 to 2020. Outside of his advisory role, he operates a tax consultation business as a registered Enrolled Agent. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients, with a focus on technical and fundamental analysis to guide asset allocation. The firm employs multiple advisory teams and uses discretionary management, sub-advisers, and model portfolios to implement client strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

James B

Series 66

Manasquan, NJ

Alexander Capital Wealth Management LLC

James Boyle is a financial advisor with Alexander Capital Wealth Management LLC in Manasquan, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Cetera Advisors LLC since 2013. Outside of his advisory role, Boyle serves as a broker for AFLAC supplemental insurance through JFB III LLC. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

William I

Series 66

Point Pleasant, NJ

Alexander Capital Wealth Management LLC

William Ippolito is a financial advisor at Alexander Capital Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC. Prior to his financial career, he served at the Point Pleasant Beach Police Department for 27 years. Outside of advising, he owns a private detective agency and is involved in private investigations and employee background checks. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis and employs both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

William L

CFP®, Series 63, Series 65

Vienna, VA

Alexander Capital Wealth Management LLC

William Lloyd is a CFP® professional with 36 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He previously worked at Spire Investment Partners, LLC and LPL Financial LLC. He is the founder of The Charitable Payraise, a patented web application designed to improve after-tax cash flow for clients, primarily in retirement, through a specialized tax method. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary accounts, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside long- and short-term trading strategies, with portfolio selection supported by documented due diligence.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Philip W

Series 63, Series 65

Old Greenwich, CT

Alexander Capital Wealth Management LLC

Philip Winters is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Alexander Capital Wealth Management LLC and Alexander Capital LP since 2012 and has also worked at Morgan Stanley Smith Barney since 2010. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and uses both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Wesley H

CFP®, Series 63, Series 65

Atlanta, GA

Alexander Capital Wealth Management LLC

Wesley Heinrichs is a CFP® with 10 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. His prior experience includes roles at IFG Advisory, LLC, Bay Financial Advisors, Inc., and LPL Financial, LLC. Heinrichs also operates Wesley Heinrichs LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment approach that combines proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Gina P

Series 63, Series 65

Huger, SC

Alexander Capital Wealth Management LLC

Gina Portelles is a financial advisor at Alexander Capital Wealth Management LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Alexander Capital LP since 2021, Ic Advisory Services, Inc. since 2006, and The Investment Center since 2001. In addition to her advisory work, she is an agent licensed to sell life insurance, long-term care, and non-variable insurance products. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm manages approximately $212 million in discretionary assets and employs a combination of cyclical, technical, and fundamental analysis in its investment process.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Gene P

Series 63, Series 65

Ronkonkoma, NY

Alexander Capital Wealth Management LLC

Gene Panasenko is a financial advisor at Alexander Capital Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Landolt Securities, Moloney Securities Asset Management LLC, Moloney Securities Co., Inc., Rutenberg Realty, and LPL Financial LLC. Outside of his advisory role, Panasenko operates a YouTube channel where he interviews professionals about their life experiences. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and offers both discretionary and non-discretionary accounts.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Jeanpaul S

Series 63, Series 65

Staten Island, NY

Alexander Capital Wealth Management LLC

Jeanpaul Skovronck is a financial advisor at Alexander Capital Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management and its affiliated entities since 2012. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies and manages approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Clemente P

Series 63, Series 66

The Villages, FL

Alexander Capital Wealth Management LLC

Clemente Palacios is a financial advisor at Alexander Capital Wealth Management LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones, Nicc & Clem Incorporated, and several banking institutions. Outside of his advisory role, he serves as Vice President and Board Member of a homeowners association and operates an insurance agency specializing in life and annuity products. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Tadd K

Series 66

Salt Lake City, UT

Alexander Capital Wealth Management LLC

Tadd Killpack is a financial advisor at Alexander Capital Wealth Management LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at International Assets Advisory since 2015. He also owns Rising Sun Wealth Management, a separate wealth management business. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients as well as certain institutional clients, offering investment advisory and capital markets and M&A advisory services. The firm employs a top-down investment approach that combines proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Niccole P

Series 66

The Villages, FL

Alexander Capital Wealth Management LLC

Niccole Palacios is a financial advisor at Alexander Capital Wealth Management LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, US Bank, and Guaranteed Rate. Outside of advising, she engages in mindset and performance coaching and music projects through her sole proprietorship, All I Did Was Me. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a top-down, asset-allocation approach using proprietary technical analysis and fundamental review, managing portfolios through multiple advisory teams and third-party money managers.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Joseph A

Series 63, Series 65

Staten Island, NY

Alexander Capital Wealth Management LLC

Joseph Amato is a financial advisor at Alexander Capital Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital since 2013, following a three-year tenure at Network 1 Financial Securities, Inc. Outside of his advisory role, he is involved in several business ventures including management roles in holding companies and partnerships. Alexander Capital Wealth Management LLC provides portfolio management services primarily to individual and high-net-worth clients through discretionary and non-discretionary accounts, often via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and offers both long- and short-term trading strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Anthony B

Series 63, Series 65

Norfork, AR

Alexander Capital Wealth Management LLC

Anthony Brasuell is a financial advisor at Alexander Capital Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alexander Capital Wealth Management since 2017, following 18 years at Edi Financial, Inc. Brasuell is the sole owner of Brasuell Financial Services, a non-investment-related business. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and utilizes both long- and short-term trading strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

James M

Series 63, Series 66

Azusa, CA

Alexander Capital Wealth Management LLC

James Mayes is a financial advisor with Alexander Capital Wealth Management LLC in Azusa, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. He previously worked at Western International Securities, Inc. and Financial West Group. Outside of finance, Mayes is a minister involved in ministry-related book sales, writing, and speaking engagements. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis along with both long- and short-term trading strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Scott M

Series 66

Glasgow, MO

Alexander Capital Wealth Management LLC

Scott Morris is a financial advisor with Alexander Capital Wealth Management LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Alexander Capital LP since 2021 and International Assets Advisory LLC since 2015. Outside of his advisory role, Morris is involved in several business ventures including ownership of a coffee shop and an ice cream shop, as well as serving as president of a local nonprofit child care learning center. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Jesus Q

Series 63, Series 65

Alhambra, CA

Alexander Capital Wealth Management LLC

Jesus Quezada is a financial advisor at Alexander Capital Wealth Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Crown Capital Securities, Regal Investment Advisors, and Regulus Advisors. Outside of his advisory role, he is a partner in Valzada Industries, where he engages with homeowners and tradesmen to support community rebuilding efforts. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients for capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment process that integrates proprietary technical analysis with fundamental review and uses discretionary management, sub-advisers, and model portfolios.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Menachem D

Series 63, Series 65

West Palm Beach, FL

Alexander Capital Wealth Management LLC

Menachem Daniels is a financial advisor at Alexander Capital Wealth Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrated Retirement Advisors, LLC since 2019, with prior roles at Brokers Financial and Brokers International Financial Services, LLC. Daniels is also the owner of Nahum Daniels LLC, an insurance sales business specializing in fixed annuities. He previously served in a leadership role at the Chabad of Stamford, a religious charity. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis, utilizing both long- and short-term strategies, and manages approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Paul M

Series 63, Series 65

Long Island City, NY

Alexander Capital Wealth Management LLC

Paul Messina is a financial advisor at Alexander Capital Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management since 2018. Prior to this, he worked at Alexander Capital, LP beginning in 2015. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and manages discretionary accounts with both long- and short-term trading strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")