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Aleksandar Glebov

24 Years of Experience
1 DisclosureSells Insurance

Aleksandar Glebov is a registered investment advisor at Signature Resources Capital Management, LLC, based in Newport Beach, CA, with 24 years of industry experience. Aleksandar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 357 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
357 clients
Average Client Portfolio
$637K average
Assets Under Management
$227.6M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)

Signature Resources Capital Management charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the amount they manage. SRCM may also charge a program fee for accounts under $250,000, in addition to the standard investment management fee. These fees are negotiable.

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Location

100 Bayview Circle, Suite 2200, Newport Beach, CA, 92660

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History

Regulatory History (1)
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Criminal
September 1996
Final Disposition
Other Business ActivitiesSells Insurance

Aleksandar works as an agent for Signature Resources Insurance and Financial Services, selling and servicing insurance products, dedicating about 10-20% of his time. He also works as an Investment Advisor Representative for MML Investors Services, providing investment advisory services and dedicating minimal time to this role.

Employment History
Current Registrations
Signature Resources Capital Management, LLC
April 2011 - Present · 15 yrs
Previous Registrations
MML Investors Services, LLCBroker
January 2015 - August 2023 · 8 yrs 7 mos
Signator Investors, INC.
March 2009 - March 2011 · 2 yrs
Signator Investors, INC.Broker
February 2009 - December 2014 · 5 yrs 10 mos
MML Investors Services, INC.
May 2006 - March 2009 · 2 yrs 10 mos
MML Investors Services, INC.Broker
April 2004 - March 2009 · 4 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
April 2001 - April 2004 · 3 yrs
Robert W. Baird & CO. IncorporatedBroker
April 2001 - January 2002 · 9 mos
State Registrations2 states
CATX
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.