Joseph S. Kalinowski
Professional summary
Joseph Stanley Kalinowski is a registered financial advisor currently at ALPHA CONCEPTS LLC located in Jericho, New York.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Joseph has worked at 10 firms and has passed the Series 63, Series 87, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Stanley Kalinowski's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 21, 2025 - Present
ALPHA CONCEPTS LLC
Office #1: 390 North Broadway Suite 130, Jericho, NY 11753August 19, 2024 - December 31, 2024
ALPHA CONCEPTS LLC
January 29, 2015 - November 5, 2015
CAPITAL TRUST AND ASSOCIATES LLC
September 4, 2012 - December 22, 2014
J. STREICHER WEALTH MANAGMENT
January 17, 2006 - April 11, 2006
SCHOTTENFELD GROUP LLC
August 11, 2004 - January 13, 2006
GRACE FINANCIAL GROUP LLC
May 12, 2003 - July 23, 2004
PUGLISI & CO.
November 13, 2002 - June 10, 2003
EKN FINANCIAL SERVICES INC.
June 22, 1998 - October 25, 2000
YANKEE FINANCIAL GROUP, INC.
May 7, 1997 - June 16, 1998
INSTITUTIONAL EQUITY CORPORATION
August 29, 1995 - January 2, 1997
FIRST ASSET MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/21/2025)
Exams
Current Firm
ALPHA CONCEPTS LLC
CRD#: 331431 / SEC#:
Contact information
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