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Alexander David Bublick

CORAL WEALTH MANAGEMENT
MIAMI, FL
·CRD# 7563187·4 years experience

Professional Summary

Alexander David Bublick, who also goes by Alexander D Bublick, is a registered financial advisor currently at CORAL WEALTH MANAGEMENT, LLC located in Miami, Florida. Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alexander has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alexander D Bublick

Blog Corner

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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 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

4 years in the financial services industry

Current & Past Employments

CORAL WEALTH MANAGEMENT, LLC·CRD# 307117
RIA
20801 Biscayne Blvd. Suite 403, Miami, FL 33180
June 26, 2026 - Present
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
RIA
Boca Raton, FL
September 9, 2025 - July 8, 2026
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
BD
Boca Raton, FL
September 8, 2025 - July 8, 2026
VALLEY FINANCIAL MANAGEMENT, INC.·CRD# 105387
BD
New York, NY
February 13, 2025 - May 15, 2025
DEVELOPMENT CORPORATION FOR ISRAEL·CRD# 11148
BD
New York, NY
February 22, 2024 - February 5, 2025
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
BD
New York, NY
May 9, 2023 - February 21, 2024
MORGAN STANLEY·CRD# 149777
BD
Purchase, NY
October 14, 2022 - June 2, 2023

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Current Firm

CW
CORAL WEALTH MANAGEMENT, LLC

CORAL WEALTH MANAGEMENT | CORAL WEALTH MANAGEMENT, LLC

CRD#: 307117 / SEC#: 801-131934
RIA
Registered Investment Advisory firm - SEC (2/7/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (2/10/2025 Terminated)
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).

Contact Information

Main Address

20801 Biscayne Blvd. Suite 403, Miami, FL 33180

Phone Number

(305) 671-3914

# of Employees

2

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORAL WEALTH MANAGEMENT, LLC ADV BROCHURE (6/12/2026)

Regulatory Assets Under Management

Total Number of Accounts

520

AUM (Assets Under Management)

$124,317,876

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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.

The advisor shows no other business activity.

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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".
CW
CORAL WEALTH MANAGEMENT, LLC

CORAL WEALTH MANAGEMENT | CORAL WEALTH MANAGEMENT, LLC

CRD#: 307117 / SEC#: 801-131934
RIA
Registered Investment Advisory firm - SEC (2/7/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (2/10/2025 Terminated)
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).

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
Florida
(6/26/2026)

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 Jul 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2022About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed May 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Alexander David Bublick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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