AB
Alec Bulkin
INTELLIGENT CROSS LLC
Stamford, CT 06902
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CRD#: 7564460
AB
Professional summary
Alec Bulkin is a registered financial professional currently at INTELLIGENT CROSS LLC located in Stamford, Connecticut.
Alec is registered as a RR (Registered Representative) and started their career in finance in 2025. Alec has worked at 1 firm and has passed the Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Alec Bulkin'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®
NoneExperience
Current
June 23, 2025 - Present
INTELLIGENT CROSS LLC
Office #1: Soundview Plaza 1266 E Main Street, Suite 700r, Stamford, CT 06902BD
CRD#: 288946
Stamford, CT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
RR
Series 7TO
Date: 6/23/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IC
INTELLIGENT CROSS LLC
INTELLIGENT CROSS LLC | XIMPACT CROSS, LLC
CRD#: 288946 / SEC#: , 8-69970
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
Soundview Plaza 1266 E Main Street, Suite 700r, Stamford, CT 06902
Mailing Address
Soundview Plaza 1266 E Main Street, Suite 700r, Stamford, CT 06902
Phone number
(212) 621-9640
Established
Delaware since 11/16/2016
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees
FINRA licenses (1 States and Territories)
Documents
Red Flags
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