Richard Cabanes
Investment adviser representative at Cleveralpha
10 yearsExperience
1 stateRegistered in
$28.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- CleveralphaDec 2025 to now
- Velocity Clearing LLCAug 2023 to now
- Cleveralpha Asset ManagementJul 2020 to now
- Piper SandlerJul 2019 to May 2020
- UnemployedMar 2019 to Jul 2019
- First Empire Securities, Inc.Jul 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cleveralpha
Legal name: Cleveralpha Asset Management, LLC
$28.3MAssets managed
55Clients
2Advisers
6 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
- 2941600
- Firm CRD
- 301620