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AA

Alexander M. Alonso

Some features on this profile are disabled
CRD#: 7806897
AA

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alexander M Alonso, who also goes by Alex Morgan Alonso, Alexander Morgan Alonso, was a registered financial professional .

Alexander is a previously registered financial professional and started their career in finance in 2024. Alexander had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Alex Morgan Alonso | Alexander Morgan Alonso

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 15, 2024 - February 11, 2026

SYKON CAPITAL LLC

RIA
CRD#: 326728
TAMPA, FL
Past

February 15, 2024 - March 5, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
CHARLOTTE, NC

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".
SC
SYKON CAPITAL LLC
SYKON CAPITAL LLC

CRD#: 326728 / SEC#: 801-128087

RIA
Registered Investment Advisory firm - (5/26/2023 Approved)

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

State Security Law Exam
RR
IAR
Series 66
Date: 4/26/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/15/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/16/2023
Securities Industry Essentials Examination

Current Firm

SC
SYKON CAPITAL LLC
SYKON CAPITAL LLC

CRD#: 326728 / SEC#: 801-128087

RIA
Registered Investment Advisory firm - (5/26/2023 Approved)
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Contact information

Main Address
500 Mamaroneck Ave Suite 435, Harrison, NY 10528
Mailing Address
Phone number
(914) 898-3694
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (11/14/2025)

Regulatory assets under management

Total Number of Accounts707
AUM (Assets Under Management)$ 330,448,939

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

SYKON CAPITAL LLC

CRD#: 326728

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