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ALAN J SIEVERT

Director of Operations

Alan joined Exclusive Advisors LLC in September 2023 after graduating from the Jim Moran College of Entrepreneurship with a Bachelor of Science in Commercial Entrepreneurship at Florida State University. A native of Jacksonville, FL, Alan graduated from Episcopal School of Jacksonville in 2019.

 

Alan is the Director of Operations with Exclusive Advisors LLC. In addition to managing day-to-day operations at Exclusive Advisors, Alan specializes in offering and coordinating 1031 DSTs for exchange investors and their qualified intermediaries. Alan also provides accredited investors unique access to income producing private equity, private debt, private preferred, private energy, private real estate and private tax benefit programs for additional diversification.



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ajsievert@exclusiveadvisors.com

904-631-3399

ALAN J SIEVERT
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*An accredited investor is an individual that has an annual income in excess of $200,000, or joint income with spouse in excess of $300,000 -or- An individual net worth (the fair market value of total assets, but excluding the value of the principal residence, minus liabilities), or joint net worth with spouse in excess of $1,000,000 -or- holds in good standing a Series 7, 65 or 82 license.

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We are licensed in the following states.  If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you services at this time.  Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Massachusetts, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Vermont and Virginia.

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Securities offered through Arkadios Capital Member FINRA/SIPC. Advisory Services offered through Arkadios Wealth.  Information available on third-party sites is for informational purposes only. There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney. The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisers for advice/guidance regarding your particular situation.  Always be sure to read the Private Placement Memorandum (PPM) of any offering you invest in.​

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info@exclusiveadvisors.com


Tel:  904-631-5747

Fax: 904-363-9992

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EXCLUSIVE ADVISORS LLC

10739 Deerwood Park Blvd

Suite 105

Jacksonville, FL 32256

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Copyright © 2020 Exclusive Advisors LLC. All rights reserved

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