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AC

Alexander K. Chefetz

CRITICALPOINT PARTNERS LLC
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 1416136
AC

Professional summary

Alexander Keith Chefetz, who also goes by Alex Chefetz, is a registered financial professional currently at CRITICALPOINT PARTNERS LLC located in El Segundo, California.

Alexander is registered as a RR (Registered Representative) and started their career in finance in 1993. Alexander has worked at 12 firms and has passed the Series 63, SIE, Series 79, Series 7, Series 62 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Alex Chefetz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Alexander Keith Chefetz's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 9, 2025 - Present

CRITICALPOINT PARTNERS LLC

Office #1: 2101 Rosecrans Avenue Suite 4255, El Segundo, CA 90245
BD
CRD#: 317345
El Segundo, CA
Past

June 17, 2024 - September 10, 2025

GCG SECURITIES, LLC

BD
CRD#: 324243
BIRMINGHAM, MI
Past

August 31, 2020 - April 1, 2024

TAP SECURITIES LLC

BD
CRD#: 151593
NEW YORK, NY
Past

January 10, 2017 - March 9, 2020

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

January 22, 2014 - November 18, 2016

BTIG, LLC

BD
CRD#: 122225
NEW YORK, NY
Past

January 23, 2012 - November 25, 2013

HOULIHAN LOKEY ADVISORS, LLC

BD
CRD#: 127835
NEW YORK, NY
Past

January 28, 2009 - June 10, 2010

LAZARD MIDDLE MARKET LLC

BD
CRD#: 146092
NEW YORK, NY
Past

February 3, 1999 - November 13, 2008

THOMAS WEISEL PARTNERS LLC

BD
CRD#: 46237
NEW YORK, NY
Past

December 2, 1997 - January 14, 1999

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

November 28, 1997 - September 1, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

April 3, 1997 - September 12, 1997

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

November 22, 1994 - February 24, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

June 11, 1993 - October 13, 1993

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/9/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 2/25/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 1/27/2011
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 12/29/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 6/10/1993
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/30/2009
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CRITICALPOINT PARTNERS LLC
CRITICALPOINT PARTNERS LLC

CRD#: 317345 / SEC#: , 8-70885

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
2101 Rosecrans Avenue Suite 4255, El Segundo, CA 90245
Mailing Address
2101 Rosecrans Avenue Suite 4255, El Segundo, CA 90245
Phone number
(310) 321-4400
Established
California since 05/31/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MABRA HOLDINGS LLCMEMBER
ROMERO, MONIQUE VICTORIAFINOP/PFO/POO6712654
YOUNG, WILLIAM MATTHEWCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER4205625

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CRITICALPOINT PARTNERS LLC

CRD#: 317345El Segundo, CA 90245

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