Alejandro J. Haas

COPPER SQUARE PRIVATE WEALTH

Phoenix, AZ

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CRD#: 2851360

Professional summary

Alejandro Julius Haas, CFP®, CIMA®, who also goes by Alex J Haas, Alex Julius Haas, Alex Haas, is a registered financial advisor currently at COPPER SQUARE PRIVATE WEALTH, LLC located in Phoenix, Arizona.

Alejandro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Alejandro has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7 and Series 4 exams.

Biography

As your financial advocate, we help you navigate the increasing complexity of the financial markets and regulations with a customized strategy, tracking your progress and making adjustments as your needs and goals change.

I have 20+ years of experience in the financial industry and held roles in trading, product distribution, private banking, and wealth management. I graduated with a business degree from the Eller College of Management at The University of Arizona and also am a CERTIFIED FINANCIAL PLANNER™ certificant and Certified Investment Management Analyst® designee.

My office is located in downtown Phoenix, AZ and I work with clients in-person and virtually across Arizona.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Retirement Planning

Comprehensive Financial Planni...

Estate Planning

Budgeting

Tax Planning

Insurance Planning

Education Planning

Investment Planning

Do you have an area of expertise or specialization?

Business Owners

Corporate Executives

Hourly

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Tax Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Alex J Haas | Alex Julius Haas | Alex Haas

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.

Alejandro J. Haas is currently employed as the Customer Experience Advisor at Opendoor Technologies Inc. This activity accounts for approximately 60% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alejandro Julius Haas'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®

CFP^®

Certified Financial Planner

Start date: 2008

CIMA^®

Certified Investment Management Analyst

Experience

Current

April 13, 2021 - Present

COPPER SQUARE PRIVATE WEALTH, LLC

RIA

CRD#: 313349

Phoenix, AZ

Past

November 10, 2015 - December 31, 2020

CETERA ADVISORS LLC

RIA

CRD#: 10299

SCOTTSDALE, AZ

Past

November 3, 2015 - December 31, 2020

CETERA ADVISORS LLC

CRD#: 10299

SCOTTSDALE, AZ

Past

November 21, 2013 - October 9, 2015

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA

CRD#: 137115

SCOTTSDALE, AZ

Past

November 8, 2013 - October 9, 2015

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

SCOTTSDALE, AZ

Past

July 24, 2012 - November 4, 2013

EDWARD JONES

RIA

CRD#: 250

SCOTTSDALE, AZ

Past

July 9, 2012 - November 4, 2013

EDWARD JONES

CRD#: 250

SCOTTSDALE, AZ

Past

October 19, 2010 - April 25, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SCOTTSDALE, AZ

Past

October 19, 2010 - April 25, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SCOTTSDALE, AZ

Past

August 21, 2007 - February 5, 2010

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

SCOTTSDALE, AZ

Past

August 6, 2007 - February 5, 2010

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SCOTTSDALE, AZ

Past

October 31, 2005 - June 5, 2007

VOYA INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886

SCOTTSDALE, AZ

Past

January 11, 2005 - September 26, 2005

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

CHANDLER, AZ

Past

January 3, 2005 - September 26, 2005

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ANAHEIM, CA

Past

September 9, 2004 - November 29, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PHOENIX, AZ

Past

November 28, 2003 - November 29, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

March 23, 1999 - September 11, 2003

WEDBUSH SECURITIES INC.

CRD#: 877

PASADENA, CA

Past

June 1, 1998 - February 26, 1999

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

November 26, 1997 - June 1, 1998

JACK WHITE & COMPANY, INC.

CRD#: 7645

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(4/13/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/29/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/1/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 12/17/1999

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/25/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 11/16/1998

Registered Options Principal Examination

Current Firm

COPPER SQUARE PRIVATE WEALTH, LLC

CRD#: 313349 / SEC#:

Arizona

Registered Investment Advisory firm - (4/13/2021 Approved)

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Contact information

Main Address

Phoenix, AZ

Mailing Address

Phone number

(480) 359-4964

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 82,251

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

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Alejandro J. Haas

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alejandro Julius Haas's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

BMO HARRIS FINANCIAL ADVISORS, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

EDWARD JONES

EDWARD JONES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

VOYA INVESTMENTS DISTRIBUTOR, LLC

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

WEDBUSH SECURITIES INC.

TD AMERITRADE, INC.

JACK WHITE & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2003

Series 63

Date: 12/1/1997

SIE

Date: 10/1/2018

Series 55

Date: 12/17/1999

Series 7

Date: 11/25/1997

Series 4

Date: 11/16/1998

Current Firm

COPPER SQUARE PRIVATE WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COPPER SQUARE PRIVATE WEALTH, LLC

TRUST BUT VERIFY

Contact information

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