Alexander S. Medlin

IQ CAPITAL STRATEGY LLC

SENECA, SC 29678

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CRD#: 7523237

Professional summary

Alexander Steele Medlin is a registered financial advisor currently at IQ CAPITAL STRATEGY LLC located in Seneca, South Carolina.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alexander 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.

1) A to Z Landscaping, LLC - Employee of South Carolina based professional landscaping company; Devotes approximately 152 hours/month to activity with most trading hours devoted to this activity; Non-investment related; Started 2023. 2) A to Z Sanitation, LLC - Part-owner of South Carolina based trash pickup service; Devotes approximately 18 hours/month to activity with some trading hours devoted to this activity; Non-investment related; Started 2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Steele Medlin'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 23, 2022 - Present

IQ CAPITAL STRATEGY LLC

Office #1: 12042 N. Radio Station Road, Seneca, SC 29678

RIA

CRD#: 288724

SENECA, SC

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

South Carolina
(3/23/2022)

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

State Security Law Exam

IAR

Series 65

Date: 2/9/2022

Uniform Investment Adviser Law Examination

Current Firm

IQ CAPITAL STRATEGY LLC

IQ CAPITAL STRATEGY LLC | MASSEY INVESTMENTS LLC

CRD#: 288724 / SEC#: 801-110960

RIA

Registered Investment Advisory firm - (3/9/2020 Terminated)

South Carolina

Registered Investment Advisory firm - (3/5/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

12042 N. Radio Station Road, Seneca, SC 29678

Mailing Address

Phone number

(848) 227-4825

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	235
AUM (Assets Under Management)	$ 24,464,432

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.

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Alexander S. Medlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Steele Medlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

IQ CAPITAL STRATEGY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/9/2022

Current Firm

IQ CAPITAL STRATEGY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IQ CAPITAL STRATEGY LLC

TRUST BUT VERIFY

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