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JA

John D. Alberg

EUCLIDEAN TECHNOLOGIES MANAGEMENT
SEATTLE, WA 98104
Some features on this profile are disabled
CRD#: 5929791
JA

Professional summary

John David Alberg is a registered financial advisor currently at EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC located in Seattle, Washington.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. John has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Alberg'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®
None

Experience

Current

May 10, 2024 - Present

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

Office #1: 701 5th Avenue Suite 4200, Seattle, WA 98104
RIA
CRD#: 159018
SEATTLE, WA

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".
ET
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

CRD#: 159018 / SEC#: 801-72806

RIA
Registered Investment Advisory firm - (10/21/2011 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
Washington
(5/10/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/10/2024
Uniform Investment Adviser Law Examination

Current Firm

ET
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

CRD#: 159018 / SEC#: 801-72806

RIA
Registered Investment Advisory firm - (10/21/2011 Approved)
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Contact information

Main Address
701 5th Avenue Suite 4200, Seattle, WA 98104
Mailing Address
Phone number
(206) 745-2136
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (2 States and Territories)

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Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 170,089,514

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

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

CRD#: 159018Seattle, WA 98104

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