Jordan
Grabowski

Alpha Zero LLC

CRD#5703336
Investment Advisor
in Boca Raton, FL

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About this Advisor

Jordan Grabowski is a financial advisor based in Boca Raton, Florida who has 1 year of relevant experience. Grabowski is an employee of Alpha Zero LLC. Over the course of their career, Grabowski has held roles at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investor Services, Purshe Kaplan Sterling Investments, Paradigm Financial Partners, Msi Financial Services and 2M Wealth Management LLC. Grabowski holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Texas. Alpha Zero LLC is a registered investment company that has its headquarters in Boca Raton, FL. It has offices in three locations and just five people on staff. It handles $151 million in assets under management across its 509 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 509 accounts, 20% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which service is provided. However, fee types charged by Alpha Zero LLC can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2500 North Military Trail Suite 316
Boca Raton, FL 33431

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Alpha Zero LLC Brokerage Details

Total Assets Under Management

$151,408,342

FL Average: $1,855,561,029
Total Number of Employees

5

FL Average: 62
Total Number of Accounts

509

FL Average: 2,474
Average Account Size

$297,462

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jordan Grabowski Work History

Jordan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

2M Wealth Management LLC

2019 - 2022 (3 years)

Purshe Kaplan Sterling Investments

2019 - 2022 (3 years)

Paradigm Financial Partners

2017 - 2019 (2 years)

Mml Investor Services

2016 - 2019 (3 years)

Massachusetts Mutual Life Insurance Company

2009 - 2017 (8 years)

Metlife Securities Inc

2009 - 2017 (8 years)

Msi Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jordan Grabowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alpha Zero LLC

Anthony Leone
Boca Raton, FL
Eric Mechler
Boca Raton, FL
Gregory Brodeur
Wethersfield, CT
Jordan Grabowski
Boca Raton, FL
John Sullivan
Boca Raton, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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