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AZ

Aleksandr Zukin

WOLFE RESEARCH SECURITIES
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 5282580
AZ

Professional summary


Aleksandr Zukin, who also goes by Alex Zukin, is a registered financial professional currently at WOLFE RESEARCH SECURITIES located in San Francisco, California.

Aleksandr is registered as a RR (Registered Representative) and started their career in finance in 2009. Aleksandr has worked at 6 firms and has passed the Series 63, SIE, Series 87, Series 86, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alex Zukin

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 Aleksandr Zukin'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

April 16, 2021 - Present

WOLFE RESEARCH SECURITIES

Office #1: 1 Embarcadero Center Ste 1330, San Francisco, CA 94111
BD
CRD#: 151850
San Francisco, CA
Past

August 20, 2019 - February 10, 2021

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
SAN FRANCISCO, CA
Past

March 21, 2016 - August 27, 2019

PIPER SANDLER & CO.

BD
CRD#: 665
SAN FRANCISCO, CA
Past

April 5, 2012 - March 28, 2016

STEPHENS

BD
CRD#: 3496
SAN FRANCISCO, CA
Past

November 4, 2010 - April 13, 2012

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
SAN FRANCISCO, CA
Past

September 10, 2009 - November 3, 2010

THINKEQUITY LLC

BD
CRD#: 44274
SAN FRANCISCO, CA

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
California
(4/16/2021)
RR
New York
(4/16/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 10/7/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


WR
WOLFE RESEARCH SECURITIES
WOLFE CAPITAL MARKETS AND ADVISORY | WR SECURITIES, LLC | WOLFE TRAHAN SECURITIES | WOLFE RESEARCH SECURITIES

CRD#: 151850 / SEC#: , 8-68406

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


Main Address
757 Third Avenue Sixth Floor, New York, NY 10017-2013
Mailing Address
757 Third Avenue Sixth Floor, New York, NY 10017-2013
Phone number
(646) 845-0700
Established
New York since 08/03/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (48 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
WOLFE HOLDCO, LLCSOLE OWNER
JORDAN, FRANCISCFO/FINOP5634167
PALLANTE, SANDRA MARIEGENERAL COUNSEL & CHIEF COMPLIANCE OFFICER2018926
RYAN, PETER WILLIAMVICE CHAIRMAN2009055
WOLFE, EDWARD MARKCEO2804319

Disclosures


Regulatory Event1

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


WOLFE RESEARCH SECURITIES

CRD#: 151850San Francisco, CA 94111

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