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AA

Alejandro A. Aleman

VOLUMETRIC ADVISERS
Pearl River, NY
Some features on this profile are disabled
CRD#: 7681986
AA

Professional summary


Alejandro A Aleman, who also goes by Alejandro Antonio Aleman, Alejandro Aleman, Alex Aleman, is a registered financial advisor currently at VOLUMETRIC ADVISERS located in Pearl River, New York.

Alejandro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Alejandro has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Alejandro Antonio Aleman | Alejandro Aleman | Alex Aleman

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 Alejandro A Aleman'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

November 4, 2024 - Present

VOLUMETRIC ADVISERS

RIA
CRD#: 107351
Pearl River, NY
Past

April 26, 2024 - July 10, 2024

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
PARAMUS, NJ
Past

February 15, 2023 - March 21, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
STONY POINT, 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".
VA
VOLUMETRIC ADVISERS
VOLUMETRIC ADVISERS | VOLUMETRIC ADVISERS INC

CRD#: 107351 / SEC#: 801-23767

RIA
Registered Investment Advisory firm - (5/15/1985 Approved)

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
New York
(11/4/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/4/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/15/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam

Current Firm


VA
VOLUMETRIC ADVISERS
VOLUMETRIC ADVISERS | VOLUMETRIC ADVISERS INC

CRD#: 107351 / SEC#: 801-23767

RIA
Registered Investment Advisory firm - (5/15/1985 Approved)
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Contact information


Main Address
Pearl River, NY
Mailing Address
Phone number
(845) 623-7637
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VOLUMETRIC FUND, INC. (2/28/2025)

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 40,770,705

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.

Company Information


VOLUMETRIC ADVISERS

CRD#: 107351Pearl River, NY

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