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AS

Alexander W. Strek

MODELL CAPITAL MANAGEMENT
BLOOMFIELD HILLS, MI 48304
Some features on this profile are disabled
CRD#: 6089514
AS

Professional summary

Alexander W Strek, CFP®, who also goes by Alexander Win Strek, Xander Strek, is a registered financial advisor currently at MODELL CAPITAL MANAGEMENT LLC located in Bloomfield Hills, Michigan.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Alexander has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alexander Win Strek | Xander Strek

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 W Strek'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®
CFP®

Certified Financial Planner

Experience

Current

December 18, 2025 - Present

MODELL CAPITAL MANAGEMENT LLC

Office #1: 91 W. Long Lake Road, Bloomfield Hills, MI 48304
RIA
CRD#: 339228
BLOOMFIELD HILLS, MI
Past

August 27, 2015 - January 9, 2026

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
BLOOMFIELD HILLS, MI
Past

March 26, 2015 - February 10, 2026

CLARKSTON CAPITAL PARTNERS, LLC

RIA
CRD#: 143456
BLOOMFIELD HILLS, MI
Past

October 21, 2013 - February 23, 2015

MORGAN STANLEY

RIA
CRD#: 149777
TROY, MI
Past

October 2, 2013 - February 23, 2015

MORGAN STANLEY

BD
CRD#: 149777
TROY, MI
Past

September 20, 2012 - January 9, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BLOOMFIELD HILLS, MI

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".
MC
MODELL CAPITAL MANAGEMENT LLC
MODELL CAPITAL MANAGEMENT LLC

CRD#: 339228 / SEC#: 801-134961

RIA
Registered Investment Advisory firm - (12/15/2025 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
Michigan
(12/18/2025)
IAR
Texas
(12/18/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/18/2013
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: 1/22/2014
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/19/2012
General Securities Representative Examination

Current Firm

MC
MODELL CAPITAL MANAGEMENT LLC
MODELL CAPITAL MANAGEMENT LLC

CRD#: 339228 / SEC#: 801-134961

RIA
Registered Investment Advisory firm - (12/15/2025 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
303 E. Third Street Suite 110, Rochester, MI 48307
Mailing Address
91 W. Long Lake Road, Bloomfield Hills, MI 48304
Phone number
(248) 723-8000
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (3 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

PART 2A OF FORM ADV (11/25/2025)
0

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

MODELL CAPITAL MANAGEMENT LLC

CRD#: 339228Bloomfield Hills, MI 48304

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