Alejandro Naranjo Garcia
Professional Summary
Alejandro Naranjo Garcia, who also goes by Alejandro Naranjo, is a registered financial advisor currently at CREAND MANAGEMENT located in Miami, Florida and CREAND SECURITIES located in Miami, Florida. Alejandro is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Alejandro has worked at 2 firms and has passed the Series 65, Series 66, Series 79TO, SIE, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Alejandro Naranjo Garcia, Alejandro Naranjo
Similar Advisors
SUMMIT FINANCIAL, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SUMMIT FINANCIAL, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SUMMIT FINANCIAL, LLC
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
SUMMIT FINANCIAL, LLC
Years of Experience
23 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
SUMMIT FINANCIAL, LLC
Current Firm
BETA CAPITAL MANAGEMENT LLC | CREAND WEALTH MANAGEMENT | CREAND MANAGEMENT
Contact Information
Main Address
777 Brickell Avenue Suite 1201, Miami, FL 33131Phone Number
(305) 358-8844# of Employees
16SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
134AUM (Assets Under Management)
$506,620,317Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/09/2026 | Cover Page | Report |
| 10/24/2025 | Cover Page | Report |
| 04/17/2025 | Cover Page | Report |
Similar Advisors
SUMMIT FINANCIAL, LLC
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.
Similar Advisors
SUMMIT FINANCIAL, LLC
Primary Firm SEC Registration
BETA CAPITAL MANAGEMENT LLC | CREAND WEALTH MANAGEMENT | CREAND MANAGEMENT
State Registrations and Notice Filings
(1/12/2016)
(12/7/2012)
(1/28/2003)
(4/22/2016)
(1/12/2016)
(11/26/2008)
(3/29/2016)
(12/16/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
SRO Registrations
Similar Advisors
SUMMIT FINANCIAL, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Alejandro Naranjo Garcia's CRS (Customer Relationship Summary).
Similar Advisors
SUMMIT FINANCIAL, LLC