AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AB

Alexandra R. Boyles

ALPHA CAPITAL FAMILY OFFICE
GREENWOOD VILLAGE, CO 80111
Some features on this profile are disabled
CRD#: 7011084
AB

Professional summary

Alexandra Romeo Boyles, who also goes by Alexandra Lauren Romeo, Alexandra Romeo, Alexandra L. Romeo, Alexandra L. Romeo Boyles, is a registered financial advisor currently at ALPHA CAPITAL FAMILY OFFICE, LLC located in Greenwood Village, Colorado.

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Alexandra has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alexandra Lauren Romeo | Alexandra Romeo | Alexandra L. Romeo | Alexandra L. Romeo Boyles

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 Alexandra Romeo Boyles's CRS (Customer Relationship Summary).
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

July 24, 2024 - Present

ALPHA CAPITAL FAMILY OFFICE, LLC

Office #1: 5750 S. Ulster Circle East Suite 300, Greenwood Village, CO 80111
RIA
CRD#: 307521
GREENWOOD VILLAGE, CO
Past

January 6, 2023 - July 22, 2024

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
DENVER, CO
Past

December 1, 2022 - July 22, 2024

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
DENVER, CO
Past

December 1, 2022 - July 22, 2024

CITI PRIVATE ALTERNATIVES, LLC

BD
CRD#: 153777
Denver, CO
Past

November 5, 2018 - October 23, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Dallas, TX

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".
AC
ALPHA CAPITAL FAMILY OFFICE, LLC
AC FAMILY OFFICE | ALPHA CAPITAL FAMILY OFFICE, LLC

CRD#: 307521 / SEC#: 801-118157

RIA
Registered Investment Advisory firm - (2/28/2020 Approved)

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
Colorado
(7/24/2024)
IAR
Texas
(7/24/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/5/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/3/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/6/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/5/2018
General Securities Representative Examination

Current Firm

AC
ALPHA CAPITAL FAMILY OFFICE, LLC
AC FAMILY OFFICE | ALPHA CAPITAL FAMILY OFFICE, LLC

CRD#: 307521 / SEC#: 801-118157

RIA
Registered Investment Advisory firm - (2/28/2020 Approved)
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
5750 S. Ulster Circle East Suite 300, Greenwood Village, CO 80111
Mailing Address
Phone number
(303) 900-1911
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (8 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (3/19/2025)
PART 2A BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts448
AUM (Assets Under Management)$ 217,402,322

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

ALPHA CAPITAL FAMILY OFFICE, LLC

CRD#: 307521Greenwood Village, CO 80111

TRUST BUT VERIFY

Monitor Alexandra Boyles

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Craig Stuart Johlfs
Craig JohlfsAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Greenwood Village, CO
Ralph Milburn Jones JR
Ralph JonesAdvisorCheck Check Mark
OPPENHEIMER & CO. INC.
IAR
RR
Denver, CO
Lorie Chantelle Jones
Lorie JonesAdvisorCheck Check Mark
TANDEM FINANCIAL, LLC
IAR
GREENWOOD VILLAGE, CO
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.