AK
Aleksandra Kurzydlowski
APOGEM CAPITAL LLC
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 7470571
AK
Professional summary
Aleksandra Kurzydlowski is a registered financial advisor currently at APOGEM CAPITAL LLC located in Chicago, Illinois and NYLIFE DISTRIBUTORS LLC located in Richmond, Virginia.
Aleksandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Aleksandra has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Council for Economic Education; Organization to promote financial literacy for kids K-12; Associate Board Member; Spread awareness of CEE and its mission. Donate $500 or raise $2 500 annually. Attend events and invite people from my network. Engage with and help build the community of advocates. As a group host 1 or 2 events a year. Attend 3 Associate Board meetings per year. Volunteer for specific programs (Invest in Girls Program - mentoring teaching a class or providing a tour of the BlackRock office); 2- 3 hrs/month; Start Date:12-11-2023
CRS (Client Relationship Summary) - RIA
Click below to view Aleksandra Kurzydlowski'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®
NoneExperience
Current
September 15, 2025 - Present
APOGEM CAPITAL LLC
Office #1: 227 West Monroe Street, Chicago, IL 60606RIA
CRD#: 309234
Chicago, IL
Current
September 15, 2025 - Present
NYLIFE DISTRIBUTORS LLC
Office #1: 1408-a Roseneath Road, Richmond, VA 23230BD
CRD#: 35350
RICHMOND, VA
Past
May 7, 2024 - July 10, 2025
CRESSET ASSET MANAGEMENT, LLC
RIA
CRD#: 288566
CHICAGO, IL
Past
August 1, 2022 - April 9, 2024
BLACKROCK INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 108928
New York, NY
Past
April 12, 2022 - April 9, 2024
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
NEW YORK, NY
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".
AC
APOGEM CAPITAL LLC
APOGEM CAPITAL LLC | RIDGELAKE PARTNERS (NYLI) | NEW YORK LIFE INVESTMENTS ALTERNATIVES LLC
CRD#: 309234 / SEC#: 801-118844
RIA
Registered Investment Advisory firm - (6/3/2020 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
Alabama(9/15/2025)
RR
Alaska(9/15/2025)
RR
Arizona(9/15/2025)
RR
Arkansas(9/15/2025)
RR
California(9/15/2025)
RR
Colorado(9/15/2025)
RR
Connecticut(9/15/2025)
RR
Delaware(9/15/2025)
RR
District of Columbia(9/15/2025)
RR
Florida(9/15/2025)
RR
Georgia(9/15/2025)
RR
Hawaii(9/15/2025)
RR
Idaho(9/15/2025)
RR
Illinois(9/15/2025)
IAR
Illinois(9/15/2025)
RR
Indiana(9/15/2025)
RR
Iowa(9/15/2025)
RR
Kansas(9/15/2025)
RR
Kentucky(9/15/2025)
RR
Louisiana(9/15/2025)
RR
Maine(9/15/2025)
RR
Maryland(9/15/2025)
RR
Massachusetts(9/15/2025)
RR
Michigan(9/15/2025)
RR
Minnesota(9/15/2025)
RR
Mississippi(9/15/2025)
RR
Missouri(9/15/2025)
RR
Montana(9/15/2025)
RR
Nebraska(9/15/2025)
RR
Nevada(9/15/2025)
RR
New Hampshire(9/15/2025)
RR
New Jersey(9/15/2025)
RR
New Mexico(9/15/2025)
RR
New York(9/15/2025)
RR
North Carolina(9/15/2025)
RR
North Dakota(9/15/2025)
RR
Ohio(9/16/2025)
RR
Oklahoma(9/15/2025)
RR
Oregon(9/15/2025)
RR
Pennsylvania(9/15/2025)
RR
Rhode Island(9/15/2025)
RR
South Carolina(9/15/2025)
RR
South Dakota(9/15/2025)
RR
Tennessee(9/15/2025)
RR
Texas(9/15/2025)
RR
Utah(9/15/2025)
RR
Vermont(9/15/2025)
RR
Virginia(9/15/2025)
RR
Washington(9/15/2025)
RR
West Virginia(9/15/2025)
RR
Wisconsin(9/15/2025)
RR
Wyoming(9/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/12/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AC
APOGEM CAPITAL LLC
APOGEM CAPITAL LLC | RIDGELAKE PARTNERS (NYLI) | NEW YORK LIFE INVESTMENTS ALTERNATIVES LLC
CRD#: 309234 / SEC#: 801-118844
RIA
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Contact information
Main Address
299 Park Avenue 37th Floor, New York, NY 10171
Mailing Address
Phone number
(212) 601-3600
Established
Firm type
Fiscal year end
# of Employees
257
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 133 |
| AUM (Assets Under Management) | $ 40,645,545,384 |
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.
