Robert A. Kahn

ALPHANEXT

Los Angeles, CA 90067

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CRD#: 2813068

Professional summary

Robert Alan Kahn, who also goes by Robert Kahn, is a registered financial advisor currently at ALPHANEXT, LLC located in Los Angeles, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Robert has worked at 2 firms and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Kahn

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.

Since June 2011, Robert Kahn has been managing rental real estate investment. Duties include management and hours devoted to this business are 3 hours per month, approximately 0% of which occur during securities trading hours. Additionally, Mr. Kahn owns interest in Alpha Analytics, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Alan Kahn's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 25, 2018 - Present

ALPHANEXT, LLC

Office #1: 2121 Avenue Of The Stars Suite 800, Los Angeles, CA 90067

RIA

CRD#: 297504

Los Angeles, CA

Past

July 24, 2014 - November 9, 2018

ALPHA ANALYTICS INVESTMENT GROUP LLC

RIA

CRD#: 109844

LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/25/2018)

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

State Security Law Exam

IAR

Series 65

Date: 7/24/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 9/25/1996

Non-Member General Securities Examination

Current Firm

ALPHANEXT, LLC

CRD#: 297504 / SEC#: 801-113633

RIA

Registered Investment Advisory firm - (12/27/2018 Terminated)

California

Registered Investment Advisory firm - (12/26/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2121 Avenue Of The Stars Suite 800, Los Angeles, CA 90067

Mailing Address

Phone number

(310) 553-5396

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 64,044,001

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert A. Kahn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Alan Kahn's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHANEXT, LLC

ALPHA ANALYTICS INVESTMENT GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2014

Series 2

Date: 9/25/1996

Current Firm

ALPHANEXT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALPHANEXT, LLC

TRUST BUT VERIFY

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