Alexander T Chacho
Investment adviser representative at John G. Ullman & Associates, Inc
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
48 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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- John G. Ullman & Associates, Inc.Oct 2022 to now
- Corning Credit UnionJun 2021 to Sep 2022
- UnemployedMay 2021 to May 2021
- H&r BlockFeb 2021 to Apr 2021
- UnemployedJun 2020 to Jan 2021
- Binghamton UniversitySep 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
John G. Ullman & Associates, Inc
Legal name: Ullman John & Associates Inc
$1.5BAssets managed
1,009Clients
23Advisers
48 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
- 8188585
- Firm CRD
- 105361