Alexander Ammar

PARADOX FINANCIAL LLC

Montverde, FL

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CRD#: 6361841

Professional summary

Alexander Ammar, CFP®, who also goes by Alex Ammar, is a registered financial advisor currently at PARADOX FINANCIAL LLC located in Montverde, Florida.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Alexander has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Ammar

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.

OBA 1 Name: Carthage Ventures LLC Investment Related: No Address: 15300 Vinola Dr, Montverde, FL 34756 Nature: Search Engine Optimization services for businesses Position: Owner Title: Owner Start Date: 10/04/2023 Approximate Hours/Month: 40 Hours During Trading Hours/Month: 20 Duties: Implement & manage Search Engine Optimization strategies for businesses OBA 2 Name: LearnLux, Inc Investment Related: No Address: 2 Avenue de Lafayette, Boston, MA 02111 Nature: LearnLux is an employer benefit providing financial education (not advice) to member employees. Position: Education Consultant Title: Consultant Start Date: 05/01/2023 Approximate Hours/Month: 15 Hours During Trading Hours/Month: 7 Duties: Providing financial education (not advice) to member employees

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Ammar'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

September 21, 2022 - Present

PARADOX FINANCIAL LLC

RIA

CRD#: 322905

Montverde, FL

Past

October 8, 2014 - December 16, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

GAINESVILLE, FL

Past

September 3, 2014 - December 16, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

GAINESVILLE, FL

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

Florida
(9/21/2022)

IAR

Texas
(5/20/2025)

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

State Security Law Exam

IAR

Series 66

Date: 10/3/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/3/2014

General Securities Representative Examination

Current Firm

PARADOX FINANCIAL LLC

PARADOX FINANCIAL LLC | SANDCAT FINANCIAL LLC

CRD#: 322905 / SEC#:

Florida

Registered Investment Advisory firm - (9/21/2022 Approved)

Texas

Registered Investment Advisory firm - (4/29/2025 Conditional Restricted)

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Contact information

Main Address

Montverde, FL

Mailing Address

Phone number

(407) 536-9154

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Alexander Ammar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Ammar's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARADOX FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/3/2014

SIE

Date: 10/1/2018

Series 7

Date: 9/3/2014

Current Firm

PARADOX FINANCIAL LLC

Contact information

Documents

Red Flags

Company Information

PARADOX FINANCIAL LLC

TRUST BUT VERIFY

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