Edward Nelson Portelles
Investment adviser representative at Alexander Capital Wealth Management LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$238.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Alexander Capital Wealth Management LLCJan 2025 to now
- Alexander Capital Welath Management LLCMar 2021 to now
- Alexander Capital, L.P.Mar 2021 to now
- Gabor & AssociatesApr 2017 to now
- Alexander Capital LPMay 2019 to Jan 2021
- Alexander Capital Welath Management LLCSep 2018 to Jan 2021
- PlanmemberJun 2011 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (SC).
Alexander Capital Wealth Management LLC
$238.1MAssets managed
614Clients
32Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2897613
- Firm CRD
- 157714