Alan Edward Wyse
Investment adviser representative at 724 Capital, LLC
24 yearsExperience
1 stateRegistered in
$258.9MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- 724 Capital, LLCFeb 2022 to now
- Cig Financial Services, Inc.Oct 2017 to now
- Independent Financial Group, LLCOct 2017 to now
- F3 Logic, LLCOct 2017 to Mar 2022
- National Planning CorporationApr 2009 to Oct 2017
- Childs Investment Group, Inc.Oct 2002 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
724 Capital, LLC
$258.9MAssets managed
1,270Clients
13Advisers
4 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
- 4243982
- Firm CRD
- 318170