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AT

Alexander M. Toubia

EASTDIL SECURED ADVISORS LLC
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 6970893
AT

Professional summary

Alexander Matthew Toubia is a registered financial professional currently at EASTDIL SECURED ADVISORS LLC located in San Francisco, California.

Alexander is registered as a RR (Registered Representative) and started their career in finance in 2022. Alexander has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Alexander Matthew Toubia'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

March 8, 2022 - Present

EASTDIL SECURED ADVISORS LLC

Office #1: One Front Street 35th Floor, San Francisco, CA 94111
BD
CRD#: 304434
San Francisco, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/8/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 9/3/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/7/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/14/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

ES
EASTDIL SECURED ADVISORS LLC
EASTDIL SECURED ADVISORS LLC

CRD#: 304434 / SEC#: , 8-70367

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
100 Wilshire Blvd Suite 1500, Santa Monica, CA 90401
Mailing Address
100 Wilshire Blvd Suite 1500, Santa Monica, CA 90401
Phone number
(310) 526-9000
Established
Delaware since 05/23/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
EASTDIL SECURED ADVISORS HOLDINGS LTD.SOLE MEMBER
BONINA, CAROLE ANGELACCO/PRINCIPAL2993602
PORTNOFF, DAVID ROSSFINOP/PFO/POO2977967
VAN KONYNENBURG, DERK MICHAELPRESIDENT/PRINCIPAL1487741

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

EASTDIL SECURED ADVISORS LLC

CRD#: 304434San Francisco, CA 94111

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