AJ
Alfredo Jorge Yanes
CRD 2517311
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Actitrust Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Actitrust Wealth Management Llc
Managing Director/Owner · 75% or more · Jun 2024
-
Actitrust Wealth Management Llc
Chief Compliance Officer · Less than 5% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗