Unclaimed Profile

Alan Marc Habacht

TAPLIN, CANIDA & HABACHT, LLC·MIAMI, Florida

Series 2Clean record38 years registeredTAPLIN, CANIDA & HABACHT, LLC

1001 BRICKELL BAY DRIVE, MIAMI, FL 33131-4940CRD# 1043959Firm CRD# 149280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alan Marc Habacht · MIAMI, FL

Registration

CRD #1043959 · TAPLIN, CANIDA & HABACHT, LLC · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TAPLIN, CANIDA & HABACHT, LLC

TAPLIN, CANIDA & HABACHT, LLC

Jul 2009 – Dec 2017

MIAMI, FL

TAPLIN CANIDA & HABACHT INC

Feb 1988 – Feb 2009

MIAMI, FL

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · February 17, 1988

Years registered · 38

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOOP CAPITAL ASSET MANAGEMENT - TCH LLC

CRD 149280 · SEC 801-69873

AUM

$8.5B

Regulatory assets under management

Employees

84 client accounts

Services offered by LOOP CAPITAL ASSET MANAGEMENT - TCH LLC

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at LOOP CAPITAL ASSET MANAGEMENT - TCH LLC →

Introduction

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Frequently Asked Questions

What services does Alan Marc Habacht offer?

Alan Marc Habacht specializes in Retirement Planning, Wealth Management.

What are Alan Marc Habacht's credentials?

Alan Marc Habacht is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Marc Habacht located?

Alan Marc Habacht is based in MIAMI, Florida, last registered with TAPLIN, CANIDA & HABACHT, LLC.

How does Alan Marc Habacht charge for services?

Alan Marc Habacht's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAPLIN, CANIDA & HABACHT, LLC?

TAPLIN, CANIDA & HABACHT, LLC has approximately 31 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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