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Alex Matthew Zubak

Alex M. Zubak

SIKORSKI WEALTH MANAGEMENT
Poway, CA
Some features on this profile are disabled
CRD#: 5993710
Alex Matthew Zubak

Professional summary

Alex Matthew Zubak, who also goes by Alex Zubak, is a registered financial advisor currently at SIKORSKI WEALTH MANAGEMENT, LLC located in Poway, California.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alex has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex Zubak

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) - RIA

Click below to view Alex Matthew Zubak'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

June 18, 2024 - Present

SIKORSKI WEALTH MANAGEMENT, LLC

RIA
CRD#: 312805
Poway, CA
Past

February 27, 2012 - July 3, 2024

EDWARD JONES

RIA
CRD#: 250
SAN DIEGO, CA
Past

December 15, 2011 - July 3, 2024

EDWARD JONES

BD
CRD#: 250
SAN DIEGO, 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
(6/18/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/30/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/14/2011
General Securities Representative Examination

Current Firm

SW
SIKORSKI WEALTH MANAGEMENT, LLC
SIKORSKI WEALTH MANAGEMENT, LLC

CRD#: 312805 / SEC#: 801-134640

California
Registered Investment Advisory firm - (11/23/2021 Approved)
Louisiana
Registered Investment Advisory firm - (9/12/2022 Approved)
Texas
Registered Investment Advisory firm - (10/5/2021 Conditional Restricted)
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Contact information

Main Address
3435 Camino Del Rio South Suite 209, San Diego, CA 92108
Mailing Address
Phone number
(619) 363-6007
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - SIKORSKI WEALTH MANAGEMENT, LLC (9/26/2025)

Regulatory assets under management

Total Number of Accounts544
AUM (Assets Under Management)$ 102,700,000

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

SIKORSKI WEALTH MANAGEMENT, LLC

CRD#: 312805Poway, CA

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Contact information

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