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KH

Kenny Hioe

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CRD#: 5608594
KH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kenny Hioe JR., who also goes by Kenny Hioe Jr, Kenny Hioe, was a registered financial professional .

Kenny is a previously registered financial professional and started their career in finance in 2008. Kenny had worked at 2 firms and has passed the Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kenny Hioe Jr | Kenny Hioe

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 28, 2011 - May 12, 2014

ALPHA SOLUTIONS INVESTMENT ADVISORS

RIA
CRD#: 156541
SAN FRANCISCO, CA
Past

December 8, 2008 - August 16, 2010

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
SAN FRANCISCO, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AS
ALPHA SOLUTIONS INVESTMENT ADVISORS
ALPHA SOLUTIONS INVESTMENT ADVISORS | ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC

CRD#: 156541 / SEC#: 801-124857

RIA
Registered Investment Advisory firm - (4/29/2022 Approved)
California
Registered Investment Advisory firm - (4/28/2011 Approved)
New Jersey
Registered Investment Advisory firm - (7/6/2022 Terminated)
New York
Registered Investment Advisory firm - (5/8/2024 Terminated)
Ohio
Registered Investment Advisory firm - (5/9/2024 Terminated)
Pennsylvania
Registered Investment Advisory firm - (7/6/2022 Terminated)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/16/2011
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


AS
ALPHA SOLUTIONS INVESTMENT ADVISORS
ALPHA SOLUTIONS INVESTMENT ADVISORS | ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC

CRD#: 156541 / SEC#: 801-124857

RIA
Registered Investment Advisory firm - (4/29/2022 Approved)
California
Registered Investment Advisory firm - (4/28/2011 Approved)
New Jersey
Registered Investment Advisory firm - (7/6/2022 Terminated)
New York
Registered Investment Advisory firm - (5/8/2024 Terminated)
Ohio
Registered Investment Advisory firm - (5/9/2024 Terminated)
Pennsylvania
Registered Investment Advisory firm - (7/6/2022 Terminated)
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Contact information


Main Address
400 Oyster Point Blvd. Suite 407, South San Francisco, CA 94080
Mailing Address
Phone number
(415) 882-7088
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (8 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALPHA SOLUTIONS INVESTMENT ADVISORS ADV II-20250916F (9/16/2025)

Regulatory assets under management


Total Number of Accounts600
AUM (Assets Under Management)$ 363,909,382

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


ALPHA SOLUTIONS INVESTMENT ADVISORS

CRD#: 156541

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