Alexander J. Krzak
Professional summary
Alexander Jacob Krzak, who also goes by Alex Krzak, is a registered financial professional currently at AGILE TRADING TECHNOLOGIES, LLC located in Bryn Mawr, Pennsylvania and BITOODA TECHNOLOGIES LLC located in North Falmouth, Massachusetts.
Alexander is registered as a RR (Registered Representative) and started their career in finance in 2020. Alexander has worked at 19 firms and has passed the Series 99TO, SIE and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Alexander Jacob Krzak's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 8, 2021 - Present
AGILE TRADING TECHNOLOGIES, LLC
Office #1: 2 Town Place Ste 210, Bryn Mawr, PA 19010May 12, 2021 - Present
BITOODA TECHNOLOGIES LLC
June 9, 2021 - Present
CLEARLIST SECURITIES LLC
Office #1: 40 Wall Street 38th Floor, New York, NY 10005June 9, 2021 - Present
CLEARLIST LLC
Office #1: 40 Wall Street 38th Floor, New York, NY 10005April 21, 2022 - Present
THOMA BRAVO CAPITAL MARKETS, LLC
Office #1: 110 North Wacker Drive 32nd Floor, Chicago, IL 60606-1511June 22, 2022 - Present
STONEPEAK SECURITIES LLC
Office #1: 550 W. 34th St 48th Floor, New York, NY 10001January 20, 2023 - Present
ROTHSCHILD & CO REDBURN
Office #1: 461 Fifth Avenue 15th Floor, New York, NY 10017May 14, 2024 - Present
CAIS CAPITAL LLC
Office #1: 527 Madison Avenue 2nd Floor, New York, NY 10022April 2, 2025 - Present
WISE US ASSETS INC
Office #1: 30 W. 26th St, Sixth Floor, New York, NY 10010August 20, 2025 - Present
TCG CAPITAL MARKETS L.L.C.
Office #1: 1 Vanderbilt Avenue Suite 3400, New York, NY 10017January 14, 2025 - July 15, 2025
LINQTO CAPITAL
January 12, 2024 - July 1, 2024
BAMBOO SECURITIES, LLC
June 21, 2023 - June 30, 2025
NEWPOINT REAL ESTATE CAPITAL SECURITIES LLC
August 10, 2021 - June 1, 2022
SNOWBALL SECURITIES LLC
April 5, 2021 - May 13, 2024
FIGURE SECURITIES, INC.
February 11, 2021 - May 29, 2025
PLEXUS FINANCIAL SERVICES, LLC
January 26, 2021 - February 1, 2023
LEX
May 26, 2020 - May 25, 2023
ADVENT CAPITAL DISTRIBUTORS, LLC
January 13, 2020 - May 26, 2020
INDEPENDENT BROKERAGE SOLUTIONS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Investors' Exchange LLC
Current Firm
TCG CAPITAL MARKETS L.L.C.
CRD#: 291767 / SEC#: , 8-70061
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CARLYLE INVESTMENT MANAGEMENT, L.L.C. | MEMBER | |
| KRZAK, ALEXANDER JACOB | PRINCIPAL OPERATIONS OFFICER | 6349160 |
| LEFKOWITZ, JOSHUA ADAM | OFFICER | 7216783 |
| LOWENTHAL, MITCHELL NEAL | CO-CHIEF COMPLIANCE OFFICER | 6939241 |
| PLOUFFE, JUSTIN | CEO | 6223477 |
| QIAN, LIANGSHUN | CO-CHIEF COMPLIANCE OFFICER | 7247412 |
| RIORDAN, TIFFANY | FINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER | 6313437 |
Red Flags
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