AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AB

Alan Dean Bush Mr.

GULFCREST CAPITAL
BOCA RATON, FL
·CRD# 36885·54 years experience

Professional Summary

Alan Dean Bush MR., who also goes by Alan Dean Bush, is a registered financial advisor currently at GULFCREST CAPITAL located in Boca Raton, Florida. Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. Alan has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 41, Series 1, Series 12, Series 4, F04 and Series 00 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alan Dean Bush

Blog Corner

Similar Advisors

Marshall Lee Rosen
Marshall Lee Rosen

OSAIC WEALTH, INC.

FORT LAUDERDALE, FL · CRD#
View profile
Victoria Miller Ricker
Victoria Miller Ricker

DAYMARK WEALTH PARTNERS, LLC

FORT LAUDERDALE, FL · CRD#
JF
John Maxwell Fricker

EQUITABLE ADVISORS, LLC

FT. LAUDERDALE, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Marshall Lee Rosen
Marshall Lee Rosen

OSAIC WEALTH, INC.

FORT LAUDERDALE, FL · CRD#
Victoria Miller Ricker
Victoria Miller Ricker

DAYMARK WEALTH PARTNERS, LLC

FORT LAUDERDALE, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#
JF
John Maxwell Fricker

EQUITABLE ADVISORS, LLC

FT. LAUDERDALE, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Marshall Lee Rosen
Marshall Lee Rosen

OSAIC WEALTH, INC.

FORT LAUDERDALE, FL · CRD#
Victoria Miller Ricker
Victoria Miller Ricker

DAYMARK WEALTH PARTNERS, LLC

FORT LAUDERDALE, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#
JF
John Maxwell Fricker

EQUITABLE ADVISORS, LLC

FT. LAUDERDALE, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Marshall Lee Rosen
Marshall Lee Rosen

OSAIC WEALTH, INC.

FORT LAUDERDALE, FL · CRD#
Victoria Miller Ricker
Victoria Miller Ricker

DAYMARK WEALTH PARTNERS, LLC

FORT LAUDERDALE, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#
JF
John Maxwell Fricker

EQUITABLE ADVISORS, LLC

FT. LAUDERDALE, FL · CRD#

Years of Experience

54 years in the financial services industry

Current & Past Employments

GULFCREST CAPITAL·CRD# 314412
RIA
433 Plaza Real Suite 275, Boca Raton, FL 33432
May 12, 2023 - Present
KBK CAPITAL MANAGEMENT, LLC·CRD# 288662
RIA
Delray Beach, FL
January 12, 2018 - December 22, 2021
MANAGED ACCOUNT SERVICES, LLC·CRD# 133803
BD
Boca Raton, FL
May 7, 2010 - March 23, 2018
JESUP & LAMONT SECURITIES CORP·CRD# 39056
BD
Boca Raton, FL
March 22, 2006 - May 12, 2010
ADVEST, INC.·CRD# 10
RIA
Boca Raton, FL
March 19, 2003 - January 14, 2004
INDEPENDENT PORTFOLIO CONSULTANTS, INC.·CRD# 120420
RIA
Boca Raton, FL
November 4, 2002 - September 21, 2017
ADVEST, INC.·CRD# 10
BD
Hartford, CT
July 21, 1993 - March 6, 2006
DOMINICK & DICKERMAN LLC·CRD# 7344
BD
Old Greenwich, CT
October 3, 1988 - July 16, 1993
DOMIK CORP.·CRD# 223
BD
November 20, 1987 - October 3, 1988
JW GENESIS CLEARING CORP.·CRD# 6631
BD
February 4, 1974 - September 25, 1986
HESS INVESTMENT CO.·CRD# 407
BD
September 19, 1972 - January 15, 1974

Similar Advisors

Marshall Lee Rosen
Marshall Lee Rosen

OSAIC WEALTH, INC.

FORT LAUDERDALE, FL · CRD#
Victoria Miller Ricker
Victoria Miller Ricker

DAYMARK WEALTH PARTNERS, LLC

FORT LAUDERDALE, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#
JF
John Maxwell Fricker

EQUITABLE ADVISORS, LLC

FT. LAUDERDALE, FL · CRD#

Current Firm

GC
GULFCREST CAPITAL

GULFCREST CAPITAL | GULFCREST CAPITAL MANAGEMENT LLC

CRD#: 314412
Florida
Registered Investment Advisory firm - Florida (8/25/2021 Approved)

Contact Information

Main Address

433 Plaza Real Suite 275, Boca Raton, FL 33432

Phone Number

(561) 945-3115

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

10

AUM (Assets Under Management)

$2,168,000

Similar Advisors

Marshall Lee Rosen
Marshall Lee Rosen

OSAIC WEALTH, INC.

FORT LAUDERDALE, FL · CRD#
Victoria Miller Ricker
Victoria Miller Ricker

DAYMARK WEALTH PARTNERS, LLC

FORT LAUDERDALE, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#
JF
John Maxwell Fricker

EQUITABLE ADVISORS, LLC

FT. LAUDERDALE, FL · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

BlueShores Management Consulting; not investment related; 433 Plaza Real, Suite 275; Boca Raton, FL 33432; Management consulting services to small/medium sized businesses; Consultant; 25% Partner; 12/2021; 10 hours per month; 0.5 hour during securities trading hours; provide management consulting services.

Similar Advisors

Marshall Lee Rosen
Marshall Lee Rosen

OSAIC WEALTH, INC.

FORT LAUDERDALE, FL · CRD#
Victoria Miller Ricker
Victoria Miller Ricker

DAYMARK WEALTH PARTNERS, LLC

FORT LAUDERDALE, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#
JF
John Maxwell Fricker

EQUITABLE ADVISORS, LLC

FT. LAUDERDALE, FL · CRD#

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.
IAR
Florida
(5/12/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 1994About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1986About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Mar 2018About the SIE exam

Series 41 — NYSE Allied Member Examination

Passed Dec 1981

Series 1 — Registered Representative Examination

Passed Sep 1972

Series 12 — NYSE Branch Manager Examination

Passed Dec 1981

Series 4 — Registered Options Principal Examination

Passed Nov 1979About the Series 4 exam

F04 — Financial Principal Examination

Passed Dec 1973

Series 00 — General Securities Principal Examination

Passed Dec 1973

Similar Advisors

Marshall Lee Rosen
Marshall Lee Rosen

OSAIC WEALTH, INC.

FORT LAUDERDALE, FL · CRD#
Victoria Miller Ricker
Victoria Miller Ricker

DAYMARK WEALTH PARTNERS, LLC

FORT LAUDERDALE, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#
JF
John Maxwell Fricker

EQUITABLE ADVISORS, LLC

FT. LAUDERDALE, FL · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Alan Dean Bush MR.'s CRS (Customer Relationship Summary).

Similar Advisors

Marshall Lee Rosen
Marshall Lee Rosen

OSAIC WEALTH, INC.

FORT LAUDERDALE, FL · CRD#
Victoria Miller Ricker
Victoria Miller Ricker

DAYMARK WEALTH PARTNERS, LLC

FORT LAUDERDALE, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#
JF
John Maxwell Fricker

EQUITABLE ADVISORS, LLC

FT. LAUDERDALE, FL · CRD#
AB
Follow Alan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required