Unclaimed Profile

Alejandro Yanes

ACTITRUST WEALTH MANAGEMENT LLC·PLANTATION, Florida

Series 65Clean record8 years registeredACTITRUST WEALTH MANAGEMENT LLC

300 S. PINE ISLAND RD., PLANTATION, FL 33324CRD# 6692583Firm CRD# 284827

Profile Verification

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

Identity

Alejandro Yanes · PLANTATION, FL

Registration

CRD #6692583 · ACTITRUST WEALTH MANAGEMENT LLC · 8 years registered

Brand Profile

Not yet started

Career History

ACTITRUST WEALTH MANAGEMENT LLC

Oct 2017 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 6, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACTITRUST WEALTH MANAGEMENT LLC

CRD 284827 · SEC 801-120812

AUM

$120M

Regulatory assets under management

Employees

198 client accounts

Services offered by ACTITRUST WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ACTITRUST WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Alejandro Yanes offer?

Alejandro Yanes specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLANTATION, Florida for a consultation.

What are Alejandro Yanes's credentials?

Alejandro Yanes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alejandro Yanes located?

Alejandro Yanes is based in PLANTATION, Florida, working with ACTITRUST WEALTH MANAGEMENT LLC. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.

How does Alejandro Yanes charge for services?

Alejandro Yanes'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 ACTITRUST WEALTH MANAGEMENT LLC?

ACTITRUST WEALTH MANAGEMENT LLC has approximately 5 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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