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Alexander Starkey

CRD# 6176058·Registered 2016 - 2023
Previously Registered: Being a previously registered professional could mean that Alexander is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Alexander Starkey, who also goes by Alexander J Starkey, Alexander Jacob Linn Starkey, was a registered financial advisor. Alexander was a previously registered financial professional and started their career in finance 2016 - 2023. Alexander had worked at 6 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alexander J Starkey, Alexander Jacob Linn Starkey

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Videos & Posts

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Contact Information

No current employment

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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

9 years in the financial services industry

Current & Past Employments

GYROSCOPE CAPITAL MANAGEMENT GROUP LLC·CRD# 142672
RIA
Naples, FL
December 6, 2022 - July 14, 2023
CWA NAPLES, LLC·CRD# 166489
RIA
Naples, FL
February 7, 2022 - December 31, 2022
CWA ASSET MANAGEMENT GROUP·CRD# 158940
RIA
Naples, FL
November 3, 2021 - July 17, 2023
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.·CRD# 102920
BD
Chicago, IL
June 12, 2019 - September 15, 2021
OPPENHEIMERFUNDS DISTRIBUTOR, INC.·CRD# 7834
BD
Centennial, CO
July 17, 2017 - April 30, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Denver, CO
March 9, 2017 - July 10, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Denver, CO
December 27, 2016 - July 10, 2017

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Current Firm

GC
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC

GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | GYROSCOPE CAPITAL MANAGEMENT LLC

CRD#: 142672 / SEC#: 801-79925

Contact Information

Main Address

9130 Galleria Court Suite 202, Naples, FL 34109

Phone Number

(239) 219-0550

# of Employees

7

Documents

Latest Form ADV

Part 2 Brochures

GCMG ADV PART 2A BROCHURE (2/13/2023)

Regulatory Assets Under Management

Total Number of Accounts

725

AUM (Assets Under Management)

$350,951,364

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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.

1) CWA ASSET MANAGEMENT GROUP, LLC DBA CAPITAL WEALTH ADVISORS - 9130 Galleria Court, Naples, FL 34109, REGISTERED INVESTMENT ADVISORY, ASSOCIATE ADVISOR, 50% OF TIME SPENT. 2) GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC., 9130 Galleria Court, Naples, FL 34109, REGISTERED INVESTMENT ADVISORY, VP OF DERIVATIVE STRATEGIES, 25% OF TIME SPENT.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2021About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Feb 2017About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2016About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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