Alexander
Alonso

Sykon Capital LLC

CRD#7806897
Investment Advisor
in Tampa, FL

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About this Advisor

Alexander Alonso is a financial advisor based in Tampa, Florida, working with Sykon Capital LLC. Alexander has previously held positions at Merit Financial Advisors, First Republic Bank, Queens University Of Charlotte, Kforce Inc, Shepard Capital Partners, LLC, Plant High School, and Sykon Capital LLC. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Alexander is part of Sykon Capital LLC, which operates out of Tampa, Florida. The firm has 2 offices and 6 employees. The firm manages assets totaling $330.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at Sykon Capital LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

Tampa, FL

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Sykon Capital LLC Brokerage Details

Total Assets Under Management

$330,448,939

FL Average: $7,464,549,021
Total Number of Employees

6

FL Average: 88
Total Number of Accounts

707

FL Average: 3,892
Average Account Size

$467,396

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Alexander Alonso Work History

2024 - Present (1 year)

Sykon Capital LLC

2023 - 2024 (1 year)

Merit Financial Advisors

2022 - 2022 (< 1 year)

First Republic Bank

2022 - 2023 (1 year)

Queens University Of Charlotte

2020 - 2020 (< 1 year)

Kforce Inc

2019 - 2019 (< 1 year)

Shepard Capital Partners, LLC

2018 - 2022 (4 years)

Queens University Of Charlotte

2014 - 2018 (4 years)

Plant High School

Disclosures

Please visit the SEC profile of Alexander Alonso 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 Sykon Capital LLC

Emily Schaefer
Harrison, NY
Joseph Castiglie
Harrison, NY
Alexander Alonso
Tampa, FL
Stephen Ruvituso
Jupiter, FL

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