AB
AB

Alejandro Quilez Bonelli

25 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
268 advisors
Number of Clients
14,305 clients
Average Client Portfolio
$387K average
Assets Under Management
$5.5B

Fee Structure

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Location

6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alejandro is a partner at West Indies Wealth Management, focusing on securities investments and administrative tasks, taking about half of his time. He also owns a business selling tax credits as a tax strategy, dedicating minimal time to it.

Employment History
Current Registrations
Kovack Advisors, INC.
October 2014 - Present · 11 yrs 4 mos
Kovack Securities INC.Broker
October 2014 - Present · 11 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2008 - October 2014 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2007 - October 2014 · 6 yrs 11 mos
Citigroup Global Markets INC.Broker
March 2000 - November 2007 · 7 yrs 8 mos
State Registrations5 states
CAFLMOPRTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.