Alejandro Cabezut is a registered investment advisor at The Summit Group, based in San Antonio, TX, with 8 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 54 clients with $16M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$16.0M
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Location
342 W. Woodlawn Avenue, Ste. 200, San Antonio, TX, 78212
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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.
Learn about disclosures →Employment History
Current Registrations
The Summit Group
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
The Summit Group
July 2017 - December 2023 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2010 - August 2010 · 0 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.