Alex Lanzkowsky

DAVIDSON KAHN CAPITAL MANAGEMENT

Sherman Oaks, CA 91423

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CRD#: 7288460

Professional summary

Alex Lanzkowsky, who also goes by Alex Lanzkowsky, is a registered financial advisor currently at DAVIDSON KAHN CAPITAL MANAGEMENT, LLC located in Sherman Oaks, California.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Alex has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Lanzkowsky

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.

CFO of Centennial Medical Group, Las Vegas, NV. This is not securities related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Lanzkowsky'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

September 7, 2022 - Present

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

Office #1: 14011 Ventura Blvd, Suite 302, Sherman Oaks, CA 91423

RIA

CRD#: 290062

Sherman Oaks, CA

Past

January 21, 2021 - September 27, 2022

ROCKEFELLER FINANCIAL LLC

RIA

CRD#: 291361

San Francisco, CA

Past

October 23, 2020 - September 27, 2022

ROCKEFELLER FINANCIAL LLC

CRD#: 291361

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".

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | RULE 2 INVESTMENTS, LLC

CRD#: 290062 / SEC#: 801-129877

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

California

Registered Investment Advisory firm - (6/5/2024 Terminated)

New York

Registered Investment Advisory firm - (11/22/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(9/7/2022)

IAR

Nevada
(10/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/24/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/3/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/16/2020

Securities Industry Essentials Examination

Current Firm

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | RULE 2 INVESTMENTS, LLC

CRD#: 290062 / SEC#: 801-129877

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

California

Registered Investment Advisory firm - (6/5/2024 Terminated)

New York

Registered Investment Advisory firm - (11/22/2021 Terminated)

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Contact information

Main Address

14011 Ventura Blvd, Suite 302, Sherman Oaks, CA 91423

Mailing Address

Phone number

(310) 928-8192

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - DAVIDSON KAHN CAPITAL MANAGEMENT, LLC (1/29/2025)

Regulatory assets under management

Total Number of Accounts	534
AUM (Assets Under Management)	$ 215,177,209

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.

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Alex Lanzkowsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Lanzkowsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

ROCKEFELLER FINANCIAL LLC

ROCKEFELLER FINANCIAL LLC

Primary Firm SEC Registration

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/24/2020

Series 7TO

Date: 9/3/2020

SIE

Date: 8/16/2020

Current Firm

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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