Alexandre C. Ducharme

WOODLANDS CAPITAL MANAGEMENT

Clive, IA 50325

Some features on this profile are disabled

CRD#: 6477981

Professional summary

Alexandre Cameron Ducharme, who also goes by Alex Ducharme, is a registered financial advisor currently at WOODLANDS CAPITAL MANAGEMENT, LLC located in Clive, Iowa.

Alexandre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Alexandre has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Ducharme

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 Alexandre Cameron Ducharme'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®

None

Experience

Current

April 28, 2015 - Present

WOODLANDS CAPITAL MANAGEMENT, LLC

Office #1: 14121 Lakeview Drive, Clive, IA 50325

RIA

CRD#: 202514

Clive, IA

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

Iowa
(4/28/2015)

IAR

Texas
(6/22/2015)

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

Current Firm

WOODLANDS CAPITAL MANAGEMENT, LLC

CRD#: 202514 / SEC#:

Iowa

Registered Investment Advisory firm - (4/28/2015 Approved)

Texas

Registered Investment Advisory firm - (6/22/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

14121 Lakeview Drive, Clive, IA 50325

Mailing Address

Phone number

(917) 664-1462

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 5,793,473

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.

Similar Advisors

Rajpreet Sangha

PRINCIPAL SECURITIES, INC.

IAR

Tracy, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alexandre C. Ducharme

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandre Cameron Ducharme's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOODLANDS CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

WOODLANDS CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WOODLANDS CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors