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AF

Alfred P. Foote

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CRD#: 210899
AF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alfred Peter Foote was a registered financial professional .

Alfred is a previously registered financial professional and started their career in finance in 1968. Alfred had worked at 6 firms and has passed the Series 65, Series 63, Series 3, Series 1, Series 24 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 3, 2003 - November 12, 2020

DEWITT CAPITAL MANAGEMENT LLC

RIA
CRD#: 105945
WESTPORT, CT
Past

June 29, 1998 - July 23, 2002

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

January 30, 1986 - June 29, 1998

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650
STAMFORD, CT
Past

August 6, 1981 - February 5, 1986

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
Past

February 27, 1980 - January 7, 1986

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
Past

May 26, 1971 - February 27, 1980

MORGAN STANLEY & CO., INCORPORATED

BD
CRD#: 5203
Past

August 1, 1968 - June 12, 1971

MORGAN STANLEY & CO.

BD
CRD#: 2820

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/2/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/26/1968
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 2/1/1981
NYSE Branch Manager Examination

Current Firm


DC
DEWITT CAPITAL MANAGEMENT LLC
DEWITT CAPITAL MANAGEMENT LLC

CRD#: 105945 / SEC#: 801-49159

RIA
Registered Investment Advisory firm - (6/12/2012 Terminated)
Connecticut
Registered Investment Advisory firm - (5/22/2012 Approved)
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Contact information


Main Address
6 Brandon Lane, Mystic, CT 06355
Mailing Address
Phone number
(203) 258-0028
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts19
AUM (Assets Under Management)$ 25,073,454

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


DEWITT CAPITAL MANAGEMENT LLC

CRD#: 105945

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