# ALAN HARRY MANDELOFF

ALAN HARRY MANDELOFF is an investment adviser representative (IAR) with state registration records since 1994, appearing at 4 firms. Currently registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | 2025-12-03 | present | Yes |
| [APEXIUM FINANCIAL LP](https://search.stillhousedata.com/firm/283726) | 2017-04-24 | 2025-12-04 | — |
| [CITRIN COOPERMAN WEALTH MANAGEMENT, LP](https://search.stillhousedata.com/firm/146374) | 2009-03-13 | 2016-12-31 | — |
| [YMSR ADVISORS, INC.](https://search.stillhousedata.com/firm/121636) | 1994-12-04 | 2008-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4578901)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4578901.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.