Alexander David Bublick
Investment adviser representative at Coral Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$124.3MFirm assets
1 yearFirm 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 assetsHourlyFixed 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
10 years in the industry.
- Coral Wealth Management, LLCJun 2026 to now
- Stifel, Nicolaus & Company, IncorporatedSep 2025 to Jun 2026
- UnemployedMay 2025 to Aug 2025
- Valley Financial Management, Inc.Feb 2025 to Apr 2025
- Development Corporation for IsraelFeb 2024 to Feb 2025
- Stifel, Nicolaus & Company, IncorporatedMay 2023 to Feb 2024
- Morgan StanleyAug 2022 to May 2023
- Hyatt PlaceFeb 2022 to Jun 2022
- Kohler Co.May 2021 to Jul 2021
- Israel Defense ForcesAug 2019 to Nov 2020
- Indiana UniversityJan 2018 to Jul 2022
- UnemployedFeb 2017 to Dec 2017
- Michigan State UniversityJun 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Coral Wealth Management, LLC
$124.3MAssets managed
252Clients
2Advisers
1 yearIn 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
- 7563187
- Firm CRD
- 307117