Alfred
Puchala

Capzone Management LLC

CRD#1962199
Investment Advisor
in Westport, CT

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About this Advisor

Alfred Puchala is a financial advisor based in Westport, Connecticut, working with Capzone Management LLC. Alfred has previously held positions at Capitol Peak And Affiliates, Academy Securities, Capzone Management LLC, and Capitol Peak Asset Management LLC. Alfred has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Alfred is part of Capzone Management LLC, which operates out of Westport, Connecticut. The firm has 3 employees and offers portfolio management for pooled investment vehicles. The fee structure at Capzone Management LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

50 Washington Street, 9Th Floor
Westport, CT 06880

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Capzone Management LLC Brokerage Details

Total Number of Employees

3

CT Average: 35

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Alfred Puchala Work History

2024 - Present (0 year)

Capzone Management LLC

2018 - Present (6 years)

Capzone Management LLC

2014 - 2018 (4 years)

Capitol Peak And Affiliates

2014 - 2017 (3 years)

Academy Securities

2014 - 2018 (4 years)

Capitol Peak Asset Management LLC

Disclosures

Please visit the SEC profile of Alfred Puchala to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capzone Management LLC

Alfred Puchala
Westport, CT
Cody West
Westport, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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