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AC

Alberto L. Crespo

CRESPO CAPITAL LLC
JACKSONVILLE, FL 33132
Some features on this profile are disabled
CRD#: 6713155
AC

Professional summary

Alberto Luis Crespo is a registered financial advisor currently at CRESPO CAPITAL LLC located in Jacksonville, Florida.

Alberto is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Alberto has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Alberto Luis Crespo'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

October 20, 2016 - Present

CRESPO CAPITAL LLC

Office #1: 7643 Gate Pkwy Ste 104-804, Jacksonville, FL 33132
RIA
CRD#: 285294
JACKSONVILLE, 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
(10/20/2016)
IAR
Puerto Rico
(7/5/2017)
IAR
Texas
(3/27/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/6/2014
Uniform Investment Adviser Law Examination

Current Firm

CC
CRESPO CAPITAL LLC
CRESPO CAPITAL LLC | CRESPO CAPITAL LLC DBA TITAN INVESTMENTS

CRD#: 285294 / SEC#:

Florida
Registered Investment Advisory firm - (10/20/2016 Approved)
Puerto Rico
Registered Investment Advisory firm - (6/21/2017 Approved)
Texas
Registered Investment Advisory firm - (3/27/2018 Conditional Restricted)
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Contact information

Main Address
Jacksonville, FL
Mailing Address
Phone number
(786) 538-5934
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts228
AUM (Assets Under Management)$ 21,220,336

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

CRESPO CAPITAL LLC

CRD#: 285294Jacksonville, FL 33132

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