Brett S Roenick
Investment adviser representative at Alphacore Capital LLC
16 yearsExperience
1 stateRegistered in
$13BFirm assets
10 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
16 years in the industry.
- Alphacore Capital, LLCOct 2023 to now
- Bank of America, N.A.Nov 2021 to Sep 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2021 to Sep 2023
- Elite Lifestyle ManagementApr 2021 to Jul 2021
- UnemployedNov 2020 to Mar 2021
- Engage LLCJun 2018 to Feb 2020
- CryotherapyOct 2017 to Feb 2018
- Full Time StudentSep 2010 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Alphacore Capital LLC
$13BAssets managed
4,065Clients
67Advisers
10 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
- 7443403
- Firm CRD
- 174346