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Richard C
Series 65, Series 63
Hawthorne, CA
Cleveralpha
Richard Cabanes is a financial advisor with CleverAlpha holding Series 65 and Series 63 licenses and 18 years of industry experience. He has held positions at Piper Sandler, First Empire Securities, and Velocity Clearing LLC. Cabanes is also the CEO of CleverAlpha Asset Management, an SEC-registered investment advisor. CleverAlpha offers discretionary investment management primarily through a digital platform that includes a standard algorithmic service and a premium AI-based tax optimization tier. The firm serves individual, high-net-worth, corporate, and institutional clients using quantitative models and ETFs, with an emphasis on algorithmic monitoring and automated rebalancing.
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