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AC

Alexander I. Crevi

AVIANCE CAPITAL PARTNERS LLC
Naples, FL 34110-1407
Some features on this profile are disabled
CRD#: 5017950
AC

Professional summary

Alexander I Crevi, who also goes by Alexander Crevi, is a registered financial advisor currently at AVIANCE CAPITAL PARTNERS LLC located in Naples, Florida.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Alexander has worked at 5 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 53 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alexander Crevi

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) - RIA

Click below to view Alexander I Crevi's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 28, 2024 - Present

AVIANCE CAPITAL PARTNERS LLC

Office #1: 2180 Immokalee Road, #301, Naples, FL 34110-1407
RIA
CRD#: 146597
Naples, FL
Past

June 23, 2023 - March 4, 2024

CORIENT

RIA
CRD#: 319448
NAPLES, FL
Past

July 27, 2021 - December 14, 2023

SEGALL BRYANT & HAMILL

RIA
CRD#: 106505
Naples, FL
Past

September 12, 2006 - July 8, 2021

ROTHSCHILD INVESTMENT LLC

RIA
CRD#: 728
CHICAGO, IL
Past

September 12, 2006 - July 8, 2021

ROTHSCHILD INVESTMENT LLC

BD
CRD#: 728
CHICAGO, IL
Past

November 7, 2005 - July 7, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
CHICAGO, IL
Past

October 6, 2005 - July 7, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
CHICAGO, IL

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
AVIANCE CAPITAL PARTNERS LLC
AVIANCE CAPITAL PARTNERS LLC

CRD#: 146597 / SEC#: 801-68979

RIA
Registered Investment Advisory firm - (3/25/2008 Approved)

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
Florida
(3/28/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/4/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 11/14/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 10/5/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 3/29/2018
Municipal Securities Principal Examination

Current Firm

AC
AVIANCE CAPITAL PARTNERS LLC
AVIANCE CAPITAL PARTNERS LLC

CRD#: 146597 / SEC#: 801-68979

RIA
Registered Investment Advisory firm - (3/25/2008 Approved)
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Contact information

Main Address
2180 Immokalee Road, #301, Naples, FL 34110-1407
Mailing Address
Phone number
(239) 598-4747
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts968
AUM (Assets Under Management)$ 971,012,034

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
Report
09/24/2024
Cover Page
Report
10/26/2023
Cover Page
Report
01/03/2023
Cover Page
Report

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

AVIANCE CAPITAL PARTNERS LLC

CRD#: 146597Naples, FL 34110-1407

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