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Alexander Mcgregor Anderson

ENVISION CAPITAL MANAGEMENT INC·EL SEGUNDO, California
Series 65Clean recordENVISION CAPITAL MANAGEMENT INC
2301 ROSECRANS AVE, #4180,, EL SEGUNDO, CA 90245CRD# 5510719Firm CRD# 107150

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander Mcgregor Anderson · EL SEGUNDO, CA
Registration
CRD #5510719 · ENVISION CAPITAL MANAGEMENT INC
Brand Profile
Not yet started
01

Career History

HEYMAN WEALTH MANAGEMENT, LLC
Oct 2025 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 21, 2025
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ENVISION CAPITAL MANAGEMENT INC
CRD 107150 · SEC 801-48253
AUM
$358M
Regulatory assets under management
Employees
2
270 client accounts
Services offered by ENVISION CAPITAL MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ENVISION CAPITAL MANAGEMENT INC →
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05

Frequently Asked Questions

What services does Alexander Mcgregor Anderson offer?
Alexander Mcgregor Anderson specializes in Investment Management, Fee-Only Advisory. Contact their office in EL SEGUNDO, California for a consultation.
What are Alexander Mcgregor Anderson's credentials?
Alexander Mcgregor Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Mcgregor Anderson located?
Alexander Mcgregor Anderson is based in EL SEGUNDO, California, working with ENVISION CAPITAL MANAGEMENT INC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does Alexander Mcgregor Anderson charge for services?
Alexander Mcgregor Anderson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENVISION CAPITAL MANAGEMENT INC?
ENVISION CAPITAL MANAGEMENT INC has approximately 2 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Marilyn Maxine Cohen
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