Alejandro Adan Correa
Professional Summary
Alejandro Adan Correa, who also goes by Alejandro Correa, Alejandro Adan Correa Herrerias, Alejandro Correa Herrerias, Alejandro Adan Correa Herrerias, Alejandro Adán Correa Herrerías, Alejandro Adán Correa Herrerías, is a registered financial advisor currently at NUCLO WEALTH. Alejandro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alejandro has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Alejandro Correa, Alejandro Adan Correa Herrerias, Alejandro Correa Herrerias, Alejandro Adan Correa Herrerias, Alejandro Adán Correa Herrerías, Alejandro Adán Correa Herrerías
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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
4 years in the financial services industry
Current & Past Employments
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Current Firm
NUCLO WEALTH | NUCLO WEALTH MANAGEMENT | NUCLO WEALTH LLC
Contact Information
Main Address
401 Franklin Street Suite 2400, Houston, TX 77002Mailing Address
282 Ed English Dr Unit A, Shenandoah, TX 77385Phone Number
(281) 857-6435# of Employees
8SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
69AUM (Assets Under Management)
$293,720,804Similar Advisors
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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.
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Primary Firm SEC Registration
NUCLO WEALTH | NUCLO WEALTH MANAGEMENT | NUCLO WEALTH LLC
State Registrations and Notice Filings
(5/3/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Alejandro Adan Correa's CRS (Customer Relationship Summary).
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