William Ippolito
Investment adviser representative at Alexander Capital Wealth Management LLC
33 yearsExperience
1 stateRegistered in
$238.1MFirm assets
8 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.
- Portfolio management
Experience
33 years in the industry.
- Alexander Capital Wealth Management LLCFeb 2026 to now
- Massmutual Insurance CompanyFeb 2024 to now
- MML Investors Services, LLCFeb 2024 to now
- Ameriprise Financial Services, LLCJan 2021 to Jan 2024
- Point Pleasant Beach Police DepartmentJun 1993 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7333248
- Firm CRD
- 157714