Alexander D. Bublick

CORAL WEALTH MANAGEMENT

MIAMI, FL 33180

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CRD#: 7563187

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

Aliases

Alexander D Bublick

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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

June 26, 2026 - Present

CORAL WEALTH MANAGEMENT, LLC

Office #1: 20801 Biscayne Blvd. Suite 403, Miami, FL 33180

RIA

CRD#: 307117

MIAMI, FL

Past

September 9, 2025 - July 8, 2026

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

BOCA RATON, FL

Past

September 8, 2025 - July 8, 2026

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

BOCA RATON, FL

Past

February 13, 2025 - May 15, 2025

VALLEY FINANCIAL MANAGEMENT, INC.

CRD#: 105387

New York, NY

Past

February 22, 2024 - February 5, 2025

DEVELOPMENT CORPORATION FOR ISRAEL

CRD#: 11148

NEW YORK, NY

Past

May 9, 2023 - February 21, 2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

NEW YORK, NY

Past

October 14, 2022 - June 2, 2023

MORGAN STANLEY

CRD#: 149777

PURCHASE, NY

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".

CORAL WEALTH MANAGEMENT, LLC

CORAL WEALTH MANAGEMENT | CORAL WEALTH MANAGEMENT, LLC

CRD#: 307117 / SEC#: 801-131934

RIA

Registered Investment Advisory firm - (2/7/2025 Approved)

Florida

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 7/14/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/14/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/13/2022

Securities Industry Essentials Examination

Current Firm

CORAL WEALTH MANAGEMENT, LLC

CORAL WEALTH MANAGEMENT | CORAL WEALTH MANAGEMENT, LLC

CRD#: 307117 / SEC#: 801-131934

RIA

Registered Investment Advisory firm - (2/7/2025 Approved)

Florida

Registered Investment Advisory firm - (2/10/2025 Terminated)

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Contact information

Main Address

20801 Biscayne Blvd. Suite 403, Miami, FL 33180

Mailing Address

Phone number

(305) 671-3914

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORAL WEALTH MANAGEMENT, LLC ADV BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts	629
AUM (Assets Under Management)	$ 104,068,909

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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Advisor Monitoring

Firm Stability Insights

Alexander D. Bublick

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

VALLEY FINANCIAL MANAGEMENT, INC.

DEVELOPMENT CORPORATION FOR ISRAEL

STIFEL, NICOLAUS & COMPANY, INCORPORATED

MORGAN STANLEY

Primary Firm SEC Registration

CORAL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2025

Series 63

Date: 8/1/2022

Series 7TO

Date: 10/14/2022

SIE

Date: 5/13/2022

Current Firm

CORAL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORAL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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