Community Registered with this firm since 5/11/2018. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Website http://www.alphastarcm.com Industries Financial Services Company size 51-200 employees Headquarters Cornelius, NC Type Privately Held Specialties Professional Asset Management and. Name under which you primarily conduct your advisory business, if different from Item 1.A. (Alphastar Capital Management) Armin is the Chief Compliance Officer & General Counsel of Alphastar. Firm Information Disciplinary Questions Alphastar Capital Management manages $804.6 million and provides investment advisory services for 5,841 clients (1:53 advisor/client ratio). AlphaStar Capital Management, LLC reports 10.45% increase in ownership of CVX / Chevron Corp. Certifications and Registrations Series 63, Series 65, Series 66 ALPHASTAR CAPITAL MANAGEMENT, LLC. This project is here to eradicate poverty with no loss strategy that help me earn 80% to 90% of my trades approximately 11,550 USD after 7days trade circle. Alphastar Capital Management's phone number is (855) 340-2514 What is Alphastar Capital Management's official website? They manage $804,553,597 in 5,851 accounts and serve the financial needs of clients across 51 states (or territories). This allows us one-on-one, client-specific discussion and analysis. Alphastar Capital Management LLC is legally known as ALPHASTAR CAPITAL MANAGEMENT, LLC. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world For. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN. Summary of Position . AlphaStar Capital Management, LLC: Latest Disclosed Ownership: 5,521 shares: Latest Disclosed Value: $ 221,000: Related: US62914VAD82 / NIO Inc - 50.0% 2027-02-01 US62914VAC00 / NIO Inc - 0.0% 2026-02-01 CN:NIO479 / NIO INC - 4.5% 2024-02-01 KY:NIO494 / NIO INC - 4.5% 2024-02-01 Related: Alphastar Capital Management, Today. As a company, Alphastar Capital Management, LLC oversees $621 million in assets dispersed across 6,238 client accounts and employs more than 118 people. Alphastar partnered with Horizon Investments to research and develop a model portfolio that would address an individual investor's concept of risk in a thoughtful manner utilizing the notion of maximum drawdown. The impact to a portfolio due to this purchase was 0.91%. Current Firm: Alphastar Capital Management, LLC Isaiah Smith (CRD# 4003717) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Huntersville, NC and has over 22 years of experience in the finance industry. 5 talking about this. From and after the Effective Date, Adviser shall provide financial planning services to Client that involve the review and management of their financial . Alphastar Capital Management LLC bought a new position in Starbucks Co. (NASDAQ:SBUX) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). AlphaStar Capital Management, LLC reports 15.39% increase in ownership of BAC / Bank Of America Corp. The institutional . The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Investment advisory services are offered through Alphastar Capital Management, LLC, a SEC Registered Investment Adviser. AlphaStar Capital Management, LLC Form ADV Part 2B - Individual Disclosure Brochure for Brian Kenji Williams Personal CRD Number: 5916723 Investment Adviser Representative AlphaStar Capital Management, LLC 19520 W Catawba Avenue, Suite 314 Cornelius, North Carolina, 28031 (704) 237-5442 brian.williams@alphastarcm.com UPDATED: 4/28/2011 Alphastar Capital Management, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. 1633857) SEC Filings Jul 2017 Mar 2018 Oct 2018 Jun 2019 Jan 2020 Sep 2020 May 2021 Form 13F-HR Form 13F-NT Latest statistics and disclosures from AlphaStar Capital Management's latest quarterly 13F-HR filing: Top 5 stock holdings are SPLG , SPDW , SPYG , XLK , XLC , and represent 26.13% of AlphaStar Capital Management's stock portfolio. AlphaStar Capital Management. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. IA. Alphastar Capital Management ("Alphastar") is a privately held Limited Liability Company organized in the state of North Carolina, which has been in business since April 2011. The salary paid can be different for the . The impact to a portfolio due to this purchase was 0.53%. Certifications and Registrations Series 65 Years of Experience 13 years Chief Investment Officer (AlphaStar Capital Management) Tony joined Alphastar as Chief Investment Officer in April 2019, acting as Chair of the Investment Committee and overseeing and guiding Alphastar's investment policies, money manager partnerships, and portfolio model offerings. Business and personal wealth and risk management advisory services, solutions, and products . Current Firm Details 19520 West Catawba Avenue, Suite 112, Cornelius, NC 28031 http://www.alphastarclient.com We begin by creating a base model portfolio and determining what asset class and . AlphaStar Capital Management, LLC reports 0.73% decrease in ownership of AAPL / Apple Inc D. your SEC file number: 801-72361. Alphastar Capital Management LLC bought a new position in RH (NYSE:RH) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as "Approved", with a . The most common AlphaStar Capital Management, LLC email format is first (ex. Beacon Wealth Advisors offers insurance products through individuals licensed to sell insurance. ALPHASTAR CAPITAL MANAGEMENT, LLC (CRD#:157423) 4226 Mayfair Street Suite 200, Myrtle Beach, SC 29577. ALPHASTAR CAPITAL MANAGEMENT, LLC. 19520 W Catawba Ave, Ste 112, Cornelius, NC 28031 The firm has $804.6 million under management and employs 117.The firm caters to 5,851 clients. Added to shares of these 10 stocks: SPLG (+$50M), SPYG (+$31M), SPDW (+$30M), XLK . IA. Latest statistics and disclosures from AlphaStar Capital Management's latest quarterly 13F-HR filing: Top 5 stock holdings are SPLG , SPDW , SPYG , XLK , XLC , and represent 26.13% of AlphaStar Capital Management's stock portfolio. 2022-02-04 - AlphaStar Capital Management, LLC has filed a 13F-HR form disclosing ownership of 5,664 shares of Vertex Pharmaceuticals Incorporated (US:VRTX) with total holdings valued at $1,326,000 USD as of 2021-12-31. Alphastar Capital Management LLC purchased a new stake in shares of Essential Properties Realty Trust, Inc. (NYSE:EPRT) in the 3rd quarter, according to the company in its most recent disclosure . By doing this we can help you fuel your success. This unique and holistic partnership allows advisors to manage investment portfolios simultaneously and seamlessly with your client's annuities, life insurance and long-term care. Our Managing Member is Brian K. Williams, our Chief Investment Officer is Anthony J. Parish, our Chief Operations Officer is Tim D. Graham, our Chief Sales Holdings. Their last reported 13F filing for Q3 2021 included $1,467,633,000 in managed 13F securities and a top 10 holdings concentration of 37.09%. 1. The purchase prices were between $92.33 and $94.9, with an estimated average price of $93.73. 2022-02-04 - AlphaStar Capital Management, LLC has filed a 13F-HR form disclosing ownership of 1,506 shares of Linde PLC (US:LIN) with total holdings valued at $495,000 USD as of 2021-12-31. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Alphastar Capital Management LLC. jane@alphastarcm.com) being used 100.0% of the time.. Get Verified Emails for AlphaStar Capital Management, LLC Employees AlphaStar Capital Management, LLC and True Peace Financial Solutions Inc. are independent entities. AlphaStar Capital Management provides discretionary portfolio management to individual client. alphastar capital management, llc List on Section 1.B. The holding were 61,145 shares as of 2021-09-30. This firm has 98 employees, of which 69 are employees in advisory roles. AlphaStar Capital Management, LLC and [DBA name] are independent entities. (2) If you are using this Form ADV to register more than one investment adviser under an umbrella registration , check this box Scope of Engagement. Aaron is an Associate Trader on Alphastar's Trading Desk and is responsible for all cash management as well as assistance in the trading and maintenance of Alphastar's portfolio offerings. Home. AlphaStar Capital Management, LLC uses 1 email formats. Aaron Kingrey (Alphastar Capital Management) Trader. They manage $804,553,597 in 5,851 accounts and serve the financial needs of clients across 51 states (or territories). Alphastar Capital Management Company Jobs and Salaries. Report this profile About Ambitious Legal Professional with general counsel and law firm . This represents a change in shares of 519.41 percent and a change in value of 69.77 percent during the quarter. Limited Liability Company. Alphastar Capital Management LLC is a national financial advisory firm headquartered in Cornelius, NC. Legal Entity State. AlphaStar Capital Management, LLC and Estate & Wealth Management Services, LLC are independent entities. Alphastar Capital Management's headquarters are in 19520 W Catawba Ave, Ste 112, Cornelius, North Carolina, 28031, United States What is Alphastar Capital Management's phone number? Legal Name: ALPHASTAR CAPITAL MANAGEMENT, LLC. of Schedule D any additional names under which you conduct your advisory business. Alphastar Capital Management provides a tactical alliance to advisors wanting to expand their lines of business. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. AlphaStar Capital Management, LLC initiated holding in Xylem Inc. Alphastar Capital Management, LLC (CRD# 157423) is a financial advisory firm headquartered in Cornelius, NC. The stock is now traded at around $129.050000. AlphaStar Capital Management, LLC. BERWYN, Pa., May 21, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) has announced that Alphastar Capital Management, LLC (Alphastar), a Registered Investment Adviser (RIA) firm, launched the Envestnet Insurance Exchange, an insurance . Alphastar Capital Management is a large advisory firm with 5841 clients and discretionary assets under management (AUM) of $788,118,240 (Form ADV from 2021-08-06). Name. Period of report: Jun 30, 2019 Effectiveness Date: Aug 14, 2019. Beacon Wealth Advisors and Alphastar Capital Management, LLC are separate and independent entities. Alphastar Capital Management, LLC is based out of Port Charlotte, Florida, and has 59 additional locations throughout the nation. Nov 2018 - Present3 years 3 months. Alphastar Capital Management, LLC. Registered with this firm since 2/6/2020. Investment advisory services are offered through Alphastar Capital Management, LLC, a SEC Registered Investment Adviser. Contact the broker via WhatsApp: +17816275334 Alphastar Capital Management, LLC CRD#5542514 Investment Advisor in Overland Park, KS Answer a few questions and get matched with an advisor. Find an Advisor or call us now at 1-888-467-5419 About this Advisor Leslie Davis is a financial advisor who works out of Overland Park, Kansas, who has been in the financial industry for 11 years. Alphastar Capital Management provides a tactical alliance to advisors wanting to expand their lines of business. Alphastar Capital Management to Offer Income & Protection Strategies Through the Envestnet Insurance Exchange. The purchase prices were between $117.23 and $138.03, with an estimated average price of $128.7. The firm's fees may include asset-based, hourly and fixed fees. The average salary of Alphastar Capital Management jobs will vary according to location, department, and job description. AlphaStar Capital Management, LLC ownership in ZEST / Ecoark Holdings Inc. 2021-11-02 - AlphaStar Capital Management, LLC has filed a 13F-HR form disclosing ownership of 10,062 shares of Ecoark Holdings Inc (US:ZEST) with total holdings valued at $42,000 USD as of 2021-09-30. AlphaStar Capital Management, LLC and Advanced Wealth Strategies are independent entities. (Alphastar Capital Management) Tony joined Alphastar as Chief Investment Officer in April 2019, acting as Chair of the Investment Committee and overseeing and guiding Alphastar's investment policies, money manager partnerships, and portfolio model offerings. Through Alphastar Capital Management's experienced team of specialists and strategic partners, we deliver the support needed to allow advisors to operate at peak capacity. The table shows below the name of the job title below you may be interested in including salary range and total compensation. The Race to the Bottom. IA. It serves 20 clients. Registered with this firm since 8/9/2021 . IA. The stock is now traded at around $96.065000. she s an amazing trader in the caliber of Warren Buffet I truly recommend this project and this trade broker. Legal Entity Type. Alphastar Capital Management LLC purchased a new stake in shares of Atmos Energy Co. (NYSE:ATO) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. This unique and holistic partnership allows advisors to manage investment portfolios simultaneously and seamlessly with your client's annuities, life insurance and long-term care. Alphastar Capital Management provides a tactical alliance to advisors wanting to expand their lines of business. We'll work directly with your firm to determine the best path forward for you. AlphaStar Capital Management, LLC added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 229.90%. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Firms found in the State of NC. AlphaStar Capital Management, LLC ownership in MNST / Monster Beverage Corp 2022-02-04 - AlphaStar Capital Management, LLC has filed a 13F-HR form disclosing ownership of 2,521 shares of Monster Beverage Corp (US:MNST) with total holdings valued at $227,000 USD as of 2021-12-31. He oversees Alphastar's regulatory compliance program and provides legal advice and counsel to the company in a variety of legal and business matters. _____ - _____, 20___ (the "Effective Date"), by and between AlphaStar Capital Management, LLC ("Adviser"), a registered investment adviser, and_____ ("Client"). Location. Alphastar Capital Management LLC bought a new stake in Iron Mountain Incorporated (NYSE:IRM) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. It is a NC Limited Liability Company. Alphastar Capital Management, registered in 2011, serves 51 state (s) with a licensed staff of 112 advisors. Insurance products and services are offered through individually licensed and appointed agents in various . Alphastar Capital Management, LLC is happy to have Paul E. Housey, CPA, CFP®, CLU® back for another #NextLevel Coaching event here in uptown… Liked by Laura Furner Holy buckets American Equity! Security Shares Held / Principal Amount Market Value Option; S&P WRLD EX US (78463X889) 1,551,375: $45,905k: Added to shares of these 10 stocks: SPLG (+$50M), SPYG (+$31M), SPDW (+$30M), XLK . Address. University of Denver - Sturm College of Law. The firm's fees may include asset-based, hourly and fixed fees. ALPHASTAR CAPITAL MANAGEMENT, LLC (CRD#:157423) 52 Sugar Creek Center Blvd Suite 300, Sugar Land, TX 77478. ALPHASTAR CAPITAL MANAGEMENT, LLC (CRD#:157423) 7450 W 130th Street Suite 215, Overland Park, KS 66213. Alphastar Capital Management's mobile application allows you to view account valuations, performance, and reporting information for authorized users, in an application developed specifically for. Trademark Parties (Applicants & Owners) Party: Alphastar Capital Management, LLC. He brings over 5 years of trading experience to the Alphastar Team. Alphastar Capital Management, LLC Investing Service in Cornelius, North Carolina Closed Now CommunitySee All 174 people like this 190 people follow this AboutSee All 19520 W Catawba Ave, Ste 112 (2,125.56 mi) Cornelius, NC, NC 28031 Get Directions (855) 340-2514 Contact Alphastar Capital Management, LLC on Messenger www.alphastarcm.com B. 19520 W. Catawba Ave., Suite 112 Cornelius, NORTH CAROLINA UNITED STATES 28031. AlphaStar Capital Management. AlphaStar Capital Management, LLC reports 10.45% increase in ownership of CVX / Chevron Corp. alphastar capital management, llc 19520 west catawba avenue, suite 112 cornelius, nc 28031 united states phone: 855-340-2514 fax: 704-439-4393 The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC Filings for AlphaStar Capital Management, LLC (CIK No. E. If you have a number ("CRD Number") assigned by the FINRA's CRD system or by the IARD system, your CRD number. (Alphastar Capital Management) Tony joined Alphastar as Chief Investment Officer in April 2019, acting as Chair of the Investment Committee and overseeing and guiding Alphastar's investment policies, money manager partnerships, and portfolio model offerings. AlphaStar Capital Management, LLC had filed a previous 13F-HR on 2021-07-30 disclosing 8,619 shares of NVIDIA Corp at a value of $6,897,000 USD. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. This unique and holistic partnership allows advisors to manage investment . Greater Philadelphia Area. Alphastar Capital Management has a financial and investment planning team led by a chartered financial analyst (CFA) and a certified financial planner (CFP). Alphastar Capital Management, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. AlphaStar Capital Management provides discretionary portfolio management to individual client families. Previous Registration(s) Close. Alphastar Capital Management, LLC Alphastar Capital Management, LLC (CRD# 157423) is a financial advisory firm headquartered in Cornelius, NC. 06/23/2017 - 12/07/2021 . Alphastar Capital Management | Financial Advisor Services in NC Fueling Your Growth We've built our success on our Core 3 Tenants and by focusing your firm on what matters most. This provision helps to ensure that our advisors' clients are treated with the utmost care and respect.
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