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Kenneth P. Alevras, CPA Inc.
Kenneth P. Aletras, CPA, Inc. is a state-registered investment adviser with its main office in Florham Park, New Jersey. The firm is headquartered there.
Kenneth P. Alevras, CPA Inc.
Kenneth P. Aletras, CPA, Inc. is a state-registered investment adviser with its main office in Florham Park, New Jersey. The firm is headquartered there.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Principals
Kenneth P. Alevras
Principal
Frequently asked questions
How does Kenneth P. Alevras, CPA Inc. integrate investment management with tax services?
As a CPA-led practice, the firm is structured to coordinate investment decisions with tax compliance and planning. Alevras, as the named principal, holds the professional certification that gives him direct visibility into a client's full tax return, enabling tax-alpha strategies such as tax-loss harvesting, entity structuring for pass-through income, and charitable remainder trust optimization. This integration is the primary advantage of a CPA-led advisory model over a standalone asset manager, as decisions are made with an immediate understanding of marginal tax brackets, estate tax thresholds, and realized-gain consequences.
Is this firm a registered investment advisor?
The public record does not confirm a separate RIA registration for Kenneth P. Alevras, CPA Inc. Many CPA firms provide investment advice under the Accountant's exemption or through a related RIA entity. Without a public Form ADV or website disclosure, the exact regulatory posture is not verifiable, though the professional corporation structure is built for a licensed CPA practice rather than a pure asset-management firm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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