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Alyssa Zaydman

ALAMO CAPITAL
WALNUT CREEK, CA 94596
CRD#: 8237785
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AZ
Alyssa ZaydmanALAMO CAPITAL

Professional summary


Alyssa Zaydman is a registered financial professional currently at ALAMO CAPITAL located in Walnut Creek, California.

Alyssa is registered as a RR (Registered Representative) and started their career in finance in 2026. Alyssa has worked at 1 firm and has passed the Series 7TO and SIE exams.

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Alyssa Zaydman'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

May 18, 2026 - Present

ALAMO CAPITAL

Office #1: 201 N Civic Dr #180, Walnut Creek, CA 94596
RIA
BD
CRD#: 26193
WALNUT CREEK, CA

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: 5/18/2026
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm


AC
ALAMO CAPITAL
A.C. WEALTH MANAGEMENT | ALAMO CAPITAL CORPORATION | ALAMO CAPITAL

CRD#: 26193 / SEC#: 801-135291, 8-42293

California
Registered Investment Advisory firm - SEC (1/2/2002 Approved)
Nevada
Registered Investment Advisory firm - SEC (12/29/2017 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
201 N Civic Dr #180, Walnut Creek, CA 94596-3761
Mailing Address
201 N Civic Dr Suite 180, Walnut Creek, CA 94596
Phone number
(925) 472-5740
Established
California since 08/27/1987
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees
20

FINRA licenses (41 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADV PART II 04.2025 (5/2/2025)

Direct owners and executive officers


NamePositionCRD#
MULLALLY, NANCY ANN RUEHLECEO1004052
MULLALLY, NANCY ANN RUEHLECFO1004052
DURDEN JR, JOHN KENNETHFINOP860423
KENT-ASTER, ALLISON VICTORIACCO2047679
MULLALLY, WILLIAM JOHNPRESIDENT818827

Regulatory assets under management


Total Number of Accounts19
AUM (Assets Under Management)$ 103,590,000

Disclosures


Regulatory Event3
Bond3

Red Flags


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Company Information


ALAMO CAPITAL

CRD#: 26193Walnut Creek, CA 94596

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