Alan Blacharz
Professional summary
Alan Blacharz, who also goes by Blacharz Alan, is a registered financial advisor currently at AB2 CAPITAL PARTNERS LLC located in Hollywood, Florida.
Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Alan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alan Blacharz's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2025 - Present
AB2 CAPITAL PARTNERS LLC
Office #1: 1201 S Ocean Drive Apt 1101n, Hollywood, FL 33019September 24, 2012 - January 20, 2022
VALLEY FINANCIAL MANAGEMENT, INC.
June 21, 2012 - January 20, 2022
VALLEY FINANCIAL MANAGEMENT, INC.
Primary Firm SEC Registration
AB2 CAPITAL PARTNERS LLC
CRD#: 318038 / SEC#: 801-123317
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2025)
Exams
Current Firm
AB2 CAPITAL PARTNERS LLC
CRD#: 318038 / SEC#: 801-123317
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 1,020,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/30/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
AB2 CAPITAL PARTNERS LLC
CRD#: 318038Hollywood, FL 33019TRUST BUT VERIFY
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