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Alejandro Augusto Contreras

BLUEREEF CAPITAL
MIAMI, FL
·CRD# 7080005·8 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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

8 years in the financial services industry

Current & Past Employments

BLUEREEF CAPITAL·CRD# 300405
RIA
1100 Brickell Bay Dr Suite 113 #310411, Miami, FL 33231
April 24, 2019 - Present

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Current Firm

BC
BLUEREEF CAPITAL

BLUEREEF CAPITAL | VICON CAPITAL PARTNERS LLC DBA BLUEREEF CAPITAL | VICON CAPITAL PARTNERS LLC

CRD#: 300405
California
Registered Investment Advisory firm - California (5/24/2019 Approved)
Florida
Registered Investment Advisory firm - Florida (4/24/2019 Approved)
Texas
Registered Investment Advisory firm - Texas (3/8/2019 Conditional Restricted)

Contact Information

Main Address

1100 Brickell Bay Dr Suite 113 #310411, Miami, FL 33231

Phone Number

(305) 392-6932

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

39

AUM (Assets Under Management)

$4,816,000

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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.

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;

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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.
IAR
California
(5/24/2019)
IAR
Florida
(4/24/2019)
IAR
Texas
(8/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2018About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Alejandro Augusto Contreras's CRS (Customer Relationship Summary).

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