AY
Alejandro Yanes
ACTITRUST WEALTH MANAGEMENT LLC
Caracas, 1061
Some features on this profile are disabled
CRD#: 6692583
AY
Professional summary
Alejandro Yanes, who also goes by Alejandro Yanes VIcentini, is a registered financial advisor currently at ACTITRUST WEALTH MANAGEMENT LLC .
Alejandro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Alejandro has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alejandro Yanes Vicentini
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.
2) ActiAdvisors Corp; Alejandro Yanes is President of this foreign corporation that provides Family Office and investment management services to Non U.S. high net worth individuals, families, and businesses. From time to time, he will offer clients advice or products from this activity. ActiTrust Wealth Management LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of ActiTrust Wealth Management LLC in such individual's outside capacity. 3) Senay Holdings Inc.; Alejandro Yanes is a principal of this holding company that serves to hold Mr. Yanes's ownership interest in ActiTrust Wealth Management LLC. Senay Holdings Inc. does not conduct any other business and clients of ActiTrust Wealth Management are not offered services from Senay Holdings Inc. 4) GTS Business Corp.; Alejandro Yanes is a principal of this foreign holding company that serves to hold Mr. Yanes's ownership interest in personal investments, including Senay Holdings, Inc. GTS Business Corp. does not conduct any other business and clients of ActiTrust Wealth Management are not offered services from GTS Business Corp. 5) Mego Holdings Inc; Alejandro Yanes is a principal of this company that serves to hold ownership interest in real estate investments. Mego Holdings Inc. does not conduct any other business and clients of ActiTrust Wealth Management are not offered services from Mego Holdings Inc. 6) Mego Consulting Inc; Alejandro Yanes is a principal of this foreign holding company that serves to hold ownership interest in Mego Holdings, Inc. Mego Consulting Inc. does not conduct any other business and clients of ActiTrust Wealth Management are not offered services from Mego Consulting Inc. 7) Bregenz Holdings Inc; Alejandro Yanes is a principal of this foreign holding company which presently has no assets and does not conduct any type of business activity. Bregenz Holdings Inc. does not conduct any business and clients of ActiTrust Wealth Management are not offered services from Mego Holdings Inc.
CRS (Client Relationship Summary) - RIA
Click below to view Alejandro Yanes'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®
NoneExperience
Current
October 6, 2017 - Present
ACTITRUST WEALTH MANAGEMENT LLC
Office #1: Calle Carrizales Quinta Guayabita No. 156 Urb Cerro Verde El Hatillo. Edo. Miranda, Caracas 1061RIA
CRD#: 284827
Caracas,
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".
AW
ACTITRUST WEALTH MANAGEMENT LLC
ACTITRUST WEALTH MANAGEMENT LLC
CRD#: 284827 / SEC#: 801-120812
RIA
Registered Investment Advisory firm - (4/16/2021 Approved)Florida
Registered Investment Advisory firm - (5/6/2021 Terminated)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(10/6/2017)
Current Firm
AW
ACTITRUST WEALTH MANAGEMENT LLC
ACTITRUST WEALTH MANAGEMENT LLC
CRD#: 284827 / SEC#: 801-120812
RIA
Registered Investment Advisory firm - (4/16/2021 Approved)Florida
Registered Investment Advisory firm - (5/6/2021 Terminated)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
300 S. Pine Island Rd. Suite 305, Plantation, FL 33324
Mailing Address
Phone number
(754) 229-0051
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 172 |
| AUM (Assets Under Management) | $ 123,861,627 |
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.
