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AB

Alan Blacharz

AB2 CAPITAL PARTNERS
HOLLYWOOD, FL
·CRD# 6074918·14 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Blacharz Alan

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

14 years in the financial services industry

Current & Past Employments

Current

AB2 CAPITAL PARTNERS LLCCurrent·CRD# 318038
RIA
1201 S Ocean Drive Apt 1101n, Hollywood, FL 33019
January 2, 2025 - Present

Past

VALLEY FINANCIAL MANAGEMENT, INC.Past·CRD# 105387
RIA
Aventura, FL
September 24, 2012 - January 20, 2022
VALLEY FINANCIAL MANAGEMENT, INC.Past·CRD# 105387
BD
Aventura, FL
June 21, 2012 - January 20, 2022

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Current Firm

AC
AB2 CAPITAL PARTNERS LLC

AB2 CAPITAL PARTNERS LLC

CRD#: 318038 / SEC#: 801-123317
RIA
Registered Investment Advisory firm - SEC (2/25/2022 Approved)

Contact Information

Main Address

1201 S Ocean Drive Apt 1101n, Hollywood, FL 33019

Phone Number

(954) 802-8328

# of Employees

1

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AB2 CAPITAL PARTNERS LLC BROCHURE DATED 2026-02 (2/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

51

AUM (Assets Under Management)

$1,150,000,000

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/05/2026Cover PageReport
01/02/2026Cover PageReport
12/23/2025Cover PageReport
01/30/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

REAL ESTATE LICENSEE (SALES). INDEPENDENT CONTRACTOR AT MASTER REAL ESTATE, 18851 NE 29TH AVENUE, SUITE 402, AVENTURA FLORIDA 33180. APPROXIMATELY 3 HOURS/YEAR OUTSIDE SECURITIES TRADING HOURS. DUTIES ARE STRICTLY SALES AND RENTALS AT REAL ESTATE PROPERTY IN SOUTH FLORIDA. STARTED IN 2012.

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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
AB2 CAPITAL PARTNERS LLC

AB2 CAPITAL PARTNERS LLC

CRD#: 318038 / SEC#: 801-123317
RIA
Registered Investment Advisory firm - SEC (2/25/2022 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.
IAR
Florida
(1/2/2025)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2012About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Alan Blacharz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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