Alec Joseph Buchenic
Professional Summary
Alec Joseph Buchenic, who also goes by Alec Buchenic, is a registered financial advisor currently at MARTINWOLF located in Scottsdale, Arizona. Alec is registered as a RR (Registered Representative) and started their career in finance in 2022. Alec has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Alec Joseph Buchenic, Alec Buchenic
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
4 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
LILLIAN CAPITAL LLC | MARTINWOLF | MARTIN WOLF SECURITIES, LLC | MARTIN WOLF | LILLIAN SECURITIES LLC
Contact Information
Main Address
7000 E Shea Blvd Suite E130, Scottsdale, AZ 85254Mailing Address
7000 E Shea Blvd Suite E130, Scottsdale, AZ 85254Phone Number
(925) 355-0110Established
Arizona since 02/07/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (5 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WOLFWYOMING LLC | SOLE OWNER | — |
| POSTREL, HELENE BERSON | FINOP, CFO | — |
| WOLF, MARTIN DOUGLAS | CHIEF COMPLIANCE OFFICER | — |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/19/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Feb 2022About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Alec Joseph Buchenic's CRS (Customer Relationship Summary).
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