AC
Alejandro A. Contreras
BLUEREEF CAPITAL
Miami, FL 33231
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CRD#: 7080005
AC
Professional summary
Alejandro Augusto Contreras is a registered financial advisor currently at BLUEREEF CAPITAL located in Miami, Florida.
Alejandro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Alejandro has worked at 1 firm and has passed the Series 65 exam.
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.
Alex is a registered real estate salesperson in California and a licensed mortgage salesperson in Florida and California. In California, BlackHawk Capital Group is the broker holding the license. In Florida, Elite Lending is the broker holding the license. This is not related to financial services or selling securities. Alex began services with BlackHawk in 2009 and Elite Lending in 2021. Alex devotes 3 hours per month on services related to BlackHawk and Elite Lending, mostly outside of trading hours. Alex is not active as a real estate sales person. As a mortgage agent, his role is to put together residential loans. Name of outside business: Apex Group Fund Services; Is the business investment related: No; Location of the business: 801 Brickell Ave Suite 728 Miami FL 33131 USA; Position Title: Senior Vice President. Responsibilities Duties: Business development for Administrative and Accounting services; Start date with business: 2022-01-18; Hours per month devoted to business during trading hours: 174; Hours per month devoted to business outside trading hours: 44; Percentage of total yearly compensation expected to be derived from the business: 90%; Will an IRS form for income earned be received: Yes;
CRS (Client Relationship Summary) - RIA
Click below to view Alejandro Augusto Contreras'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®
NoneExperience
Current
April 24, 2019 - Present
BLUEREEF CAPITAL
Office #1: 1100 Brickel Bay Dr Suite 113 #310411, Miami, FL 33231RIA
CRD#: 300405
Miami, 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
California(5/24/2019)
IAR
Florida(4/24/2019)
IAR
Texas(8/13/2024)
Current Firm
BC
BLUEREEF CAPITAL
BLUEREEF CAPITAL | VICON CAPITAL PARTNERS LLC DBA BLUEREEF CAPITAL | VICON CAPITAL PARTNERS LLC
CRD#: 300405 / SEC#:
California
Registered Investment Advisory firm - (5/24/2019 Approved)Florida
Registered Investment Advisory firm - (4/24/2019 Approved)Texas
Registered Investment Advisory firm - (3/8/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 Brickel Bay Dr Suite 113 #310411, Miami, FL 33231
Mailing Address
Phone number
(305) 392-6932
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 3,820,000 |
Red Flags
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Company Information
BLUEREEF CAPITAL
CRD#: 300405Miami, FL 33231TRUST BUT VERIFY
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