Adviser and broker representative · Capital Alliance Wealth Management
Ronnie C. Haim
CRD 4644061 · San Antonio, TX
At a glance
Ronnie C. Haim is an investment adviser representative with Capital Alliance Wealth Management in San Antonio, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ronnie’s SEC record dates to 2004, about 22 years ago. Ronnie is also registered as a broker representative.
Current advisory firm
- Capital Alliance Wealth ManagementSince July 2021San Antonio, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ronnie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.