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Dewitt Alexandre

50 Years of Experience
Summit, NJ
1 Disclosure

Dewitt Alexandre is a registered investment advisor at Gulfstream Cm, LLC, based in Summit, NJ, with 50 years of industry experience. Dewitt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 22 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
22 clients
Average Client Portfolio
$10.3M average
Assets Under Management
$227.7M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Gulfstream CM charges a quarterly investment management fee based on the value of your portfolio. The annual fee ranges from 0.30% to 0.40%. The specific fee is negotiated based on factors like the amount of assets managed, the complexity of the engagement, and the scope of services. Gulfstream may negotiate fees or waive minimum account sizes. Fees are calculated at the end of each month and paid at the end of each quarter.

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Location

450 Springfield Avenue, Suite 204, Summit, NJ, 07901

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 1996
Settled
Other Business Activities

Dewitt is the owner and CEO of AnswerLive, a call center business, dedicating minimal time. He is also a general partner in Elm Pastures, a partnership investing in hedge funds, and an owner/investor in ACC Holdings LLC, a real estate investment holding company, dedicating minimal time to each.

Employment History
Current Registrations
Gulfstream Cm, LLC
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Gulfstream Cm, LLC
November 2019 - December 2024 · 5 yrs 1 mo
B. Riley Wealth ManagementBroker
January 2015 - October 2019 · 4 yrs 9 mos
B Riley Wealth Management
January 2015 - October 2019 · 4 yrs 9 mos
Dominick & Dominick LLC
March 2006 - January 2015 · 8 yrs 10 mos
Dominick & Dominick LLCBroker
October 2003 - January 2015 · 11 yrs 3 mos
Credit Suisse First Boston
January 2003 - October 2003 · 9 mos
Donaldson Lufkin & Jenrette Securities Corporation
July 2002 - January 2003 · 6 mos
Credit Suisse First Boston LLCBroker
February 2001 - October 2003 · 2 yrs 8 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
November 1994 - January 2003 · 8 yrs 2 mos
Kidder, Peabody & CO. IncorporatedBroker
May 1978 - November 1994 · 16 yrs 6 mos
Kidder, Peabody & CO., IncorporatedBroker
August 1975 - May 1978 · 2 yrs 9 mos
State Registrations3 states
FLNJTX
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.
Dewitt Alexandre - Financial Advisor | TrueAdvisor