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Jordan Michael Grabowski

Alpha Zero LLC

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About Jordan Michael Grabowski

Jordan Grabowski is an investment advisor representative with Alpha Zero LLC, based in Boca Raton, Florida. Jordan has been in the financial services industry since November 2009, holding various positions with different firms in Connecticut and Massachusetts. Prior to joining Alpha Zero LLC, Jordan worked at PURSHE KAPLAN STERLING INVESTMENTS in Westport, Connecticut. Jordan is registered to provide investment advice in Florida, Texas and other states. Jordan's investment advisory services include financial planning and portfolio management for individuals and businesses.

Firm Information

Jordan Grabowski is currently registered with Alpha Zero LLC. Alpha Zero LLC is an investment advisor located in Boca Raton, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. As of December 31, 2022, Alpha Zero LLC manages approximately $171,983,089 in regulatory assets under management. The firm has 6 investment adviser representatives and 4 licensed agents.
Alpha Zero LLC

2500 NORTH MILITARY TRAIL

BOCA RATON, FL 33431

$171.98M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jordan Grabowski’s Registration & Firm History

FL

07/05/2022 - Present

Alpha Zero LLC (BOCA RATON FL)

CT

01/18/2019 - 05/03/2022

PURSHE KAPLAN STERLING INVESTMENTS (Westport CT)

CT

03/25/2017 - 02/01/2019

MML INVESTORS SERVICES, LLC (SHELTON CT)

CT

11/11/2009 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (SHELTON CT)

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Licenses & Designations

IA

Issued 06/26/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2014

Series 7 - General Securities Representative Examination

BC

Issued 11/09/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Michael Grabowski.
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