# EDWARD NELSON PORTELLES

EDWARD NELSON PORTELLES is an investment adviser representative (IAR) with state registration records since 2008, appearing at 3 firms. Currently registered with ALEXANDER CAPITAL WEALTH MANAGEMENT LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ALEXANDER CAPITAL WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/157714) | 2025-01-01 | present | Yes |
| [ALEXANDER CAPITAL WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/157714) | 2018-09-17 | 2021-01-13 | — |
| [PLANMEMBER SECURITIES CORPORATION](https://search.stillhousedata.com/firm/11869) | 2012-06-27 | 2017-05-05 | — |
| [SOURCE CAPITAL GROUP, INC.](https://search.stillhousedata.com/firm/36719) | 2008-03-05 | 2009-10-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2897613)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2897613.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.