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Alec S

Series 63, Series 65

Red Bank, NJ

Alexander Capital Wealth Management LLC

Alec Seccafico is a financial advisor with Alexander Capital Wealth Management LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Alexander Capital LP. He is also an independent contractor with Alexander Capital Insurance Agency LLC. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients as well as certain institutional clients, providing investment advisory and capital markets/M&A advisory services. The firm employs a top-down, asset-allocation investment process that integrates proprietary technical analysis and fundamental review, utilizing discretionary management, sub-advisers, and model portfolios.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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Steven B

Series 63, Series 66

Red Bank, NJ

Alexander Capital Wealth Management LLC

Steven Bencivenga Jr. is a financial advisor with Alexander Capital Wealth Management LLC in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Laidlaw Wealth Management and Laidlaw and Company for over a decade. Outside of his advisory work, he owns SMSA Enterprises, Inc., a non-investment business focused on expense and tax planning. Alexander Capital Wealth Management provides investment advisory services to individual, high-net-worth, and certain institutional clients, managing portfolios through multiple advisory teams. The firm employs a top-down, asset-allocation approach combining proprietary technical analysis and fundamental review, using discretionary management, sub-advisers, and model portfolios.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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Stephen G

Series 63, Series 66

Red Bank, NJ

Alexander Capital Wealth Management LLC

Stephen Guercio is a financial advisor at Alexander Capital Wealth Management LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Alexander Capital Wealth Management since 2017, as well as Alexander Capital, LP and Clarkdoge Dodge & Co. Guercio is also involved in an insurance agency on a commission basis. Alexander Capital Wealth Management provides investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a top-down investment approach combining proprietary technical analysis with fundamental review, managing portfolios through multiple advisory teams and third-party managers.

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