Alex Matar Agundis

IPG INVESTMENT ADVISORS

Miami, FL 33130

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CRD#: 5304424

Professional summary

Alex Matar Agundis, who also goes by Alex Matar, Alex Matar-agundis, is a registered financial advisor currently at IPG INVESTMENT ADVISORS, LLC located in Miami, Florida and INVESTMENT PLACEMENT GROUP located in San Diego, California.

Alex is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Alex has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Matar | Alex Matar-Agundis

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.

IPG INVESTMENT ADVISORS, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Matar Agundis'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

July 11, 2025 - Present

IPG INVESTMENT ADVISORS, LLC

Office #1: 80 Sw 8th Street Suite 2660, Miami, FL 33130

RIA

CRD#: 152990

Miami, FL

Current

July 11, 2025 - Present

INVESTMENT PLACEMENT GROUP

Office #1: 501 West Broadway Suite 1350, San Diego, CA 92101

CRD#: 7691

MIAMI, FL

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".

IPG INVESTMENT ADVISORS, LLC

CRD#: 152990 / SEC#: 801-71104

RIA

Registered Investment Advisory firm - (3/3/2010 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.

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

California
(7/11/2025)

Florida
(7/11/2025)

IAR

Florida
(8/4/2025)

Texas
(7/11/2025)

IAR

Texas
(7/11/2025)

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

State Security Law Exam

IAR

Series 66

Date: 6/5/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/2007

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

IPG INVESTMENT ADVISORS, LLC

CRD#: 152990 / SEC#: 801-71104

RIA

Registered Investment Advisory firm - (3/3/2010 Approved)

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Contact information

Main Address

501 West Broadway Suite 1350, San Diego, CA 92101

Mailing Address

Phone number

(619) 326-1200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IPG INVESTMENT ADVISORS LLC FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,154
AUM (Assets Under Management)	$ 3,818,509,733

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.

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Alex Matar Agundis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Matar Agundis's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT PLACEMENT GROUP

STONEX INTERNATIONAL ADVISORS INC

STONEX INTERNATIONAL SECURITIES INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

IPG INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/5/2007

SIE

Date: 10/1/2018

Series 7

Date: 5/2/2007

FINRA

Nasdaq Stock Market

Current Firm

IPG INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IPG INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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