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DA

Dewitt L. Alexandre

GULFSTREAM CM
Summit, NJ 07901
Some features on this profile are disabled
CRD#: 811398
DA

Professional summary


Dewitt Loomis Alexandre JR is a registered financial advisor currently at GULFSTREAM CM, LLC located in Summit, New Jersey.

Dewitt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1975. Dewitt has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 3, PC and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

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.
ANSWERLIVE, NOT INVESTMENT RELATED, PRINCETON, NJ, CALL CENTERS, OWNER & CEO, STARTED 2003, 1-2 HRS DEVOTED PER MONTH, 1-2 HRS DURING TRADING, OWNER - MANANGE THE BUSINESS. ****ELM PASTURES; BUSINESS IS INVESTMENT RELATED; C/O D. ALEXANDRE, P O BOX 367; FAR HILLS, NJ, 07931; PARTNERSHIP WITH 2 SISTERS INVESTING EQUALLY IN HEDGE FUNDS; POSITION: GP, MONITOR HEDGE FUND INVESTMENTS; START: 1993; 1 HOUR PER MONTH DEVOTED DURING BUSINESS HOURS; 1 HOUR PER DAY DURING TRADING HOURS; MONITORING HEDGE FUND INVESTMENTS FOR PARTNERSHIP. ****ACC HOLDINGS LLC; INVESTMENT RELATED; C/O OLSEN & THOMPSON, 970 MT KEMBLE AVE, MORRISTOWN NJ 07960; HOLDING CO FOR R/E INVESTMENT PROPERTY; OWNER/INVESTOR; STARTED 2003; 1-2 HRS DEVOTED PER MONTH; 0 HRS DEVOTED DURING TRADING; OWN/MANAGE PROPERTIES WITH PARTNER.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Dewitt Loomis Alexandre JR'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

January 3, 2020 - Present

GULFSTREAM CM, LLC

Office #1: 450 Springfield Avenue, Suite 204, Summit, NJ 07901
RIA
CRD#: 165459
Summit, NJ
Past

November 20, 2019 - December 31, 2024

GULFSTREAM CM, LLC

RIA
CRD#: 165459
Del Ray Beach, FL
Past

January 28, 2015 - October 1, 2019

B. RILEY WEALTH MANAGEMENT

RIA
CRD#: 2543
Gulf Stream, FL
Past

January 28, 2015 - October 1, 2019

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
New York, NY
Past

March 6, 2006 - January 26, 2015

DOMINICK & DICKERMAN LLC

RIA
CRD#: 7344
NEW YORK, NY
Past

October 24, 2003 - January 26, 2015

DOMINICK & DICKERMAN LLC

BD
CRD#: 7344
NEW YORK, NY
Past

January 17, 2003 - October 28, 2003

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
NEW YORK, NY
Past

July 30, 2002 - January 17, 2003

PERSHING LLC

RIA
CRD#: 7560
NEW YORK, NY
Past

February 2, 2001 - October 28, 2003

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

November 2, 1994 - January 17, 2003

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

May 19, 1978 - November 10, 1994

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

August 21, 1975 - May 19, 1978

KIDDER, PEABODY & CO., INCORPORATED

BD
CRD#: 488

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".
GC
GULFSTREAM CM, LLC
GULFSTREAM CM, LLC

CRD#: 165459 / SEC#: 801-77699

RIA
Registered Investment Advisory firm - (3/20/2013 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
Florida
(1/3/2020)
IAR
New Jersey
(2/12/2025)
IAR
Texas
(2/12/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/27/2007
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/13/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 8/15/1977
AMEX Put and Call Exam
General Industry/Product Exam

Current Firm


GC
GULFSTREAM CM, LLC
GULFSTREAM CM, LLC

CRD#: 165459 / SEC#: 801-77699

RIA
Registered Investment Advisory firm - (3/20/2013 Approved)
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Contact information


Main Address
450 Springfield Avenue, Suite 204, Summit, NJ 07901
Mailing Address
Phone number
(908) 918-1600
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GULFSTREAM CM, LLC ADV PART 2 (3/31/2025)

Regulatory assets under management


Total Number of Accounts22
AUM (Assets Under Management)$ 227,657,107

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


GULFSTREAM CM, LLC

CRD#: 165459Summit, NJ 07901

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