JG
Jordan M. Grabowski
ALPHA ZERO LLC
Boca Raton, FL 33431
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CRD#: 5703336
JG
Professional summary
Jordan Michael Grabowski, AIF®, who also goes by Jordan M Grabowski, Jordan Grabowski, is a registered financial advisor currently at ALPHA ZERO LLC located in Boca Raton, Florida and THE LEADERS GROUP, INC. located in Boca Raton, Florida.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jordan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jordan M Grabowski | Jordan Grabowski
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.
1) ALPHA ZERO LLC - 5/1/2022 - 2500 N Military Trail, Suite 316, Boca Raton, FL 33431 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo(during trading hours). 2) 2M WEALTH MGMT LLC - 3/5/2020 - 2500 N Military Trail, Suite 316, Boca Raton, FL 33431 - Managing Member, Licensed insurance agent/perform analysis on insurance policies and will sell and service policies, Not Invt Rel, LLC for insurance purposes,10 hrs/mo; 10 hrs/mo (during trading hours). 3) Registered Representative at The Leaders Group, Inc; Invt related: Yes; Location: 26 W Dry Creek Cir. Suite 800 Littleton CO 80120; Start date: 2024-04-23; Description: Independent Broker Dealer; Responsibilities Duties: Ability to sell and service variable products/commission products; 5 Hours per month during trading hours; 0 Hours per month outside trading hours; 10% of total yearly compensation derived from the business. 4) General Partner of OnePointTwo Capital Management; Invt-Related: Yes; Location: Albany, NY; Start Date: 2022-09-01; Description: OnePointTwo Capital is a manager of private funds. 10 hrs/mo; 10 hrs/mo (during trading hours.) 5) Managing member of BGV, LLC, an entity used to fund start-up investments.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Michael Grabowski'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®
Experience
Current
May 6, 2022 - Present
ALPHA ZERO LLC
Office #1: 2500 North Military Trail Suite 316, Boca Raton, FL 33431RIA
CRD#: 319050
Boca Raton, FL
Current
April 23, 2024 - Present
THE LEADERS GROUP, INC.
Office #1: 2500 N Military Trail, Suite 316, Boca Raton, FL 33431BD
CRD#: 37157
Boca Raton, FL
Past
January 24, 2019 - May 6, 2022
TRIVIUM POINT ADVISORY, LLC
RIA
CRD#: 292182
WESTPORT, CT
Past
January 18, 2019 - May 3, 2022
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Westport, CT
Past
March 25, 2017 - February 1, 2019
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
SHELTON, CT
Past
March 25, 2017 - February 1, 2019
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SHELTON, CT
Past
July 16, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
SHELTON, CT
Past
November 11, 2009 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SHELTON, CT
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".
AZ
ALPHA ZERO LLC
2M WEALTH MANAGEMENT LLC | ALPHA ZERO WEALTH | ALPHA ZERO LLC | ALPHA ZERO
CRD#: 319050 / SEC#: 801-124738
RIA
Registered Investment Advisory firm - (4/22/2022 Approved)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.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(4/23/2024)
RR
Connecticut(5/23/2024)
IAR
Florida(5/6/2022)
RR
Florida(4/23/2024)
RR
New York(5/23/2024)
RR
South Carolina(5/23/2024)
RR
Tennessee(5/23/2024)
IAR
Texas(7/5/2022)
RR
Texas(6/17/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AZ
ALPHA ZERO LLC
2M WEALTH MANAGEMENT LLC | ALPHA ZERO WEALTH | ALPHA ZERO LLC | ALPHA ZERO
CRD#: 319050 / SEC#: 801-124738
RIA
Registered Investment Advisory firm - (4/22/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2500 North Military Trail Suite 316, Boca Raton, FL 33431
Mailing Address
Phone number
(561) 576-2599
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 707 |
| AUM (Assets Under Management) | $ 183,214,928 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALPHA ZERO LLC
CRD#: 319050Boca Raton, FL 33431TRUST BUT VERIFY
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