Clemente Palacios
ALEXANDER CAPITAL WEALTH MANAGEMENT | Edward Jones-Financial Advisor
The Villages, FL 32162
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CRD#: 4913478
Professional summary
Clemente Palacios is a registered financial advisor currently at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC located in The Villages, Florida and ALEXANDER CAPITAL, L.P. located in The Villages, Florida.
Clemente is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Clemente has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Clemente Palacios'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®
NoneExperience
Current
July 18, 2025 - Present
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
Office #1: 11834 Cr 101, Suite 203, The Villages, FL 32162RIA
CRD#: 157714
The Villages, FL
Current
July 11, 2025 - Present
ALEXANDER CAPITAL, L.P.
Office #1: 11834 Cr 101, Suite 203, The Villages, FL 32162BD
CRD#: 40077
The Villages, FL
Past
August 23, 2022 - July 14, 2025
EDWARD JONES
RIA
CRD#: 250
THE VILLAGES, FL
Past
July 31, 2022 - July 14, 2025
EDWARD JONES
BD
CRD#: 250
THE VILLAGES, FL
Past
September 8, 2009 - September 19, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
HUNTINGTON PARK,, CA
Past
March 19, 2009 - September 1, 2009
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
MONROVIA, CA
Past
March 16, 2005 - May 7, 2008
WAMU INVESTMENTS, INC.
BD
CRD#: 599
MONROVIA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | MEDAX CAPITAL | LCORE WEALTH MANAGEMENT LLC | AXIO WEALTH STRATEGIES | ARTHUR MORRIS LIFFESTYLE WEALTH MANAGEMENT | ALEXANDER CAPITAL, L.P.
CRD#: 157714 / SEC#: 801-112997
RIA
Registered Investment Advisory firm - (4/30/2018 Approved)Arkansas
Registered Investment Advisory firm - (5/15/2018 Terminated)New Jersey
Registered Investment Advisory firm - (6/20/2018 Terminated)New York
Registered Investment Advisory firm - (5/15/2018 Terminated)Texas
Registered Investment Advisory firm - (5/15/2018 Terminated)Washington
Registered Investment Advisory firm - (5/22/2018 Terminated)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.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
Arizona(7/11/2025)
RR
California(7/11/2025)
RR
Colorado(7/11/2025)
RR
District of Columbia(7/11/2025)
RR
Florida(7/11/2025)
IAR
Florida(7/18/2025)
RR
Georgia(7/11/2025)
RR
Louisiana(1/2/2026)
RR
Maine(7/11/2025)
RR
Massachusetts(12/4/2025)
RR
Missouri(7/11/2025)
RR
Nevada(7/11/2025)
RR
New Mexico(7/11/2025)
RR
Ohio(7/11/2025)
RR
Pennsylvania(7/11/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/30/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
AC
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | MEDAX CAPITAL | LCORE WEALTH MANAGEMENT LLC | AXIO WEALTH STRATEGIES | ARTHUR MORRIS LIFFESTYLE WEALTH MANAGEMENT | ALEXANDER CAPITAL, L.P.
CRD#: 157714 / SEC#: 801-112997
RIA
Registered Investment Advisory firm - (4/30/2018 Approved)Arkansas
Registered Investment Advisory firm - (5/15/2018 Terminated)New Jersey
Registered Investment Advisory firm - (6/20/2018 Terminated)New York
Registered Investment Advisory firm - (5/15/2018 Terminated)Texas
Registered Investment Advisory firm - (5/15/2018 Terminated)Washington
Registered Investment Advisory firm - (5/22/2018 Terminated)PREMIUM
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Contact information
Main Address
10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701
Mailing Address
Phone number
(212) 687-5650
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 999 |
| AUM (Assets Under Management) | $ 212,106,766 |
Red Flags
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Company Information
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
Edward Jones-Financial AdvisorCRD#: 157714The Villages, FL 32162TRUST BUT VERIFY
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