AT
Alex Toussaint
Malden, MA 02148
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CRD#: 6768178
AT
Professional summary
Alex Toussaint was a registered financial advisor .
Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Alex had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
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.
1. Insurance Agent; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 23 Grant Avenue, Belmont, MA 02478; Start Date 06/2025; Role/Title: Insurance Agent; Less than 1hr per week; Less than 1hr per week during trading hours; Selling insurance products] 2. Kitaya Tax Services, LLC; Non-investment related; 23 Grant Avenue-Belmont, MA, 02478; Tax preparation and representation; Tax Accountant; President, owner; Start date: February, 2024; Less than 1hr per week outside of tax season, about 10 hrs per week during tax season; Less than 1 hr per week off season and during trading hours, less 2 hrs per week during tax season and during trading hours; tax preparation and representation services. 3. RE/MAX On The Charles; non-investment related; 131 Lexington Street- Waltham, MA, 02452; Real estate brokering; Position and title: Agent; Start date: February, 2025; Less than 3 hours per week; less than 1hour per week during trading hours; agent of buyers or sellers of real estate.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
September 8, 2025 - Present
Office #1: 40 Eastern Avenue Suite 323, Malden, MA 02148
Malden, MA
Past
July 20, 2017 - February 1, 2024
NYLIFE SECURITIES LLC
BD
CRD#: 5167
WALTHAM, MA
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
Massachusetts(9/8/2025)
IAR
New York(9/30/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current firm
No current employment
Red Flags
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Company Information
No current employment
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