Stephen Maynard Alinikoff
Professional Summary
Stephen Maynard Alinikoff, who also goes by Steve Alinikoff, is a registered financial advisor currently at CAPITAL MARKETS IQ, LLC located in Wilkes Barre, Pennsylvania. Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Stephen has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 4, Series 28, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Steve Alinikoff
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
0X PRIVATE WEALTH | WEISE CAPITAL ADVISERS | VERACITY FINANCIAL SERVICES | VERACITY ADVISORS | THE SKYHAWK ETF STRATEGY | THE BURG CAPITAL PARNTERS | TANDEM FINANCIAL | SURETY WEALTH MANAGEMENT | SECURE RETIREMENT SOLUTIONS | SEAGATE GLOBAL WEALTH MANAGEMENT | SAGE CAPITAL ADVISORS | RETIRE ORLANDO | PENG FINANCIAL GROUP | NOBLESTONE CAPITAL ADVISORS | MONAMIE WEALTH & RETIREMENT | LONGHORN WEALTH MANAGEMENT, LLC | LONGHORN CAPITAL MANAGEMENT, LLC | LONGHORN CAPITAL ADVISORS | KUZMA FINANCIAL SERVICES | KOI STRATEGIES | KING HARBOR WEALTH MANAGEMENT | IQINVEST | INTRALINE ASSET MANAGEMENT | FIRST SECURITY INVESTMENTS ADVISORS | EXECUTIVE SERVICES | DYNAMIC RETIREMENT SOLUTIONS | DRAWBRIDGE WEALTH | CAPITAL MARKETS IQ, LLC | CAMBRIDGE CAPITAL WEALTH | BURROS WEALTH MANAGEMENT | BRIGHTSMITH ADVISORS | BERING FINANCIAL | ACCORD CAPITAL
Contact Information
Main Address
Arlington, TXMailing Address
2810 N Church St Pmb 52811, Wilmington, DE 19802Phone Number
(310) 882-6380# of Employees
23SEC notice filing (30 States and Territories)
Registered to provide investment advisory services in 30 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
884AUM (Assets Under Management)
$571,446,571Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | Cover Page | Report |
| 01/28/2025 | Cover Page | Report |
| 08/22/2023 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
0X PRIVATE WEALTH | WEISE CAPITAL ADVISERS | VERACITY FINANCIAL SERVICES | VERACITY ADVISORS | THE SKYHAWK ETF STRATEGY | THE BURG CAPITAL PARNTERS | TANDEM FINANCIAL | SURETY WEALTH MANAGEMENT | SECURE RETIREMENT SOLUTIONS | SEAGATE GLOBAL WEALTH MANAGEMENT | SAGE CAPITAL ADVISORS | RETIRE ORLANDO | PENG FINANCIAL GROUP | NOBLESTONE CAPITAL ADVISORS | MONAMIE WEALTH & RETIREMENT | LONGHORN WEALTH MANAGEMENT, LLC | LONGHORN CAPITAL MANAGEMENT, LLC | LONGHORN CAPITAL ADVISORS | KUZMA FINANCIAL SERVICES | KOI STRATEGIES | KING HARBOR WEALTH MANAGEMENT | IQINVEST | INTRALINE ASSET MANAGEMENT | FIRST SECURITY INVESTMENTS ADVISORS | EXECUTIVE SERVICES | DYNAMIC RETIREMENT SOLUTIONS | DRAWBRIDGE WEALTH | CAPITAL MARKETS IQ, LLC | CAMBRIDGE CAPITAL WEALTH | BURROS WEALTH MANAGEMENT | BRIGHTSMITH ADVISORS | BERING FINANCIAL | ACCORD CAPITAL
State Registrations and Notice Filings
(11/17/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1981About the Series 6 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Feb 1990About the Series 28 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Stephen Maynard Alinikoff's CRS (Customer Relationship Summary).
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