linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brett S Roenick

Alphacore Capital LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brett? Claim Your Profile

About Brett S Roenick

Brett Roenick is an Investment Advisor Representative at Alphacore Capital LLC in La Jolla, CA. Brett specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles. Brett has been in the industry since 2021 and has a Series 7TO, Series 66, and SIE license. Prior to joining Alphacore Capital LLC, Brett was a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brett holds a Uniform Combined State Law Examination license.

Firm Information

Brett Roenick is currently registered with Alphacore Capital LLC. Alphacore Capital LLC is an investment advisor based in LA JOLLA, CA with $2.44 billion in regulatory assets under management. The firm advises individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer portfolio management, financial planning, and institutional consulting services.
Alphacore Capital LLC

875 PROSPECT STREET

LA JOLLA, CA 92037

$2.44B

Assets Under Management

1

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

institutional consulting and client servicing

Institutional consulting and client servicing

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brett Roenick’s Registration & Firm History

CA

10/03/2023 - Present

Alphacore Capital LLC (LA JOLLA CA)

CA

11/03/2021 - 09/29/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO SANTA FE CA)

Not sure if Brett S Roenick is right for you?

Licenses & Designations

BOTH

Issued 12/02/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett S Roenick.
Not sure if Brett S Roenick is right for you?