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AV

Alex Vlastakis

TZERO SECURITIES
Jersey City, NJ 07310
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CRD#: 4141268
AV

Professional summary


Alex Vlastakis is a registered financial professional currently at TZERO SECURITIES, LLC located in Jersey City, New Jersey and TZERO DIGITAL ASSET SECURITIES, LLC located in Jersey City, New Jersey.

Alex is registered as a RR (Registered Representative) and started their career in finance in 2000. Alex has worked at 7 firms and has passed the Series 66, Series 99TO, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Alex Vlastakis's CRS (Customer Relationship Summary).
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

April 30, 2016 - Present

TZERO SECURITIES, LLC

Office #1: 525 Washington Blvd, Suite 300, Jersey City, NJ 07310
BD
CRD#: 123421
Jersey City, NJ
Current

September 12, 2024 - Present

TZERO DIGITAL ASSET SECURITIES, LLC

Office #1: 30 Montgomery St, Suite 330, Jersey City, NJ 07302
BD
CRD#: 316189
JERSEY CITY, NJ
Past

February 28, 2022 - December 20, 2024

TZERO MARKETS

BD
CRD#: 304537
JERSEY CITY, NJ
Past

February 6, 2015 - June 9, 2025

SPEEDROUTE LLC

BD
CRD#: 104138
Jersey City, NJ
Past

April 2, 2004 - April 25, 2014

COWEN EXECUTION SERVICES LLC

BD
CRD#: 35693
NEW YORK, NY
Past

July 23, 2001 - March 30, 2004

EVOLUTION FINANCIAL TECHNOLOGIES, LLC

BD
CRD#: 104249
ISELIN, NJ
Past

April 24, 2000 - May 9, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(11/22/2021)
RR
Alaska
(10/8/2021)
RR
Arizona
(10/5/2021)
RR
Arkansas
(10/12/2021)
RR
California
(4/30/2016)
RR
Colorado
(10/15/2021)
RR
Connecticut
(10/21/2021)
RR
Delaware
(9/29/2021)
RR
District of Columbia
(12/10/2021)
RR
Florida
(11/15/2021)
RR
Georgia
(9/30/2021)
RR
Hawaii
(11/3/2021)
RR
Idaho
(9/29/2021)
RR
Illinois
(12/6/2021)
RR
Indiana
(10/26/2021)
RR
Iowa
(9/29/2021)
RR
Kansas
(10/4/2021)
RR
Kentucky
(10/4/2021)
RR
Louisiana
(10/4/2021)
RR
Maine
(10/7/2021)
RR
Maryland
(11/1/2021)
RR
Massachusetts
(10/28/2021)
RR
Michigan
(10/1/2021)
RR
Minnesota
(11/8/2021)
RR
Mississippi
(9/30/2021)
RR
Missouri
(10/21/2021)
RR
Montana
(10/8/2021)
RR
Nebraska
(10/28/2021)
RR
Nevada
(10/15/2021)
RR
New Hampshire
(11/3/2021)
RR
New Jersey
(4/30/2016)
RR
New Mexico
(10/26/2021)
RR
New York
(4/30/2016)
RR
North Carolina
(9/29/2021)
RR
North Dakota
(10/6/2021)
RR
Ohio
(10/4/2021)
RR
Oklahoma
(9/29/2021)
RR
Oregon
(10/20/2021)
RR
Pennsylvania
(9/29/2021)
RR
Puerto Rico
(10/28/2021)
RR
Rhode Island
(9/29/2021)
RR
South Carolina
(10/12/2021)
RR
South Dakota
(10/8/2021)
RR
Tennessee
(10/15/2021)
RR
Texas
(10/14/2021)
RR
Utah
(9/29/2021)
RR
Vermont
(10/6/2021)
RR
Virgin Islands
(10/6/2021)
RR
Virginia
(10/12/2021)
RR
Washington
(9/29/2021)
RR
West Virginia
(10/25/2021)
RR
Wisconsin
(10/20/2021)
RR
Wyoming
(10/5/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/22/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/12/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TD
TZERO DIGITAL ASSET SECURITIES, LLC
TZERO DIGITAL ASSET SECURITIES, LLC

CRD#: 316189 / SEC#: , 8-70879

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
525 Washington Blvd Suite 300, Jersey City, NJ 07310
Mailing Address
525 Washington Blvd Suite 300, Jersey City, NJ 07310
Phone number
(347) 380-7318
Established
Delaware since 06/02/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TZERO BROKER SERVICES LLCMEMBER
KNIGHT, JAMES ATWOOD JRPOO6513288
ONISHCHUK, OLGACOMPLIANCE OFFICER5435460
ONISHCHUK, OLGACCO5435460
TAIONATO CLEMENTE, RENATAFINOP & PFO5875477
VLASTAKIS, ALEXPRESIDENT4141268

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.

Company Information


TZERO DIGITAL ASSET SECURITIES, LLC

CRD#: 316189Jersey City, NJ 07310

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