Alex Lanzkowsky has been an investment adviser representative at Davidson Kahn Capital Management since September 2022, and is not listed among the firm’s executive officers or direct owners.
Davidson Kahn Capital Management, LLC is a Sherman Oaks, CA firm with $415M under management, 252 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Alex Lanzkowsky’s longest registration is the current one, 4 years at Davidson Kahn Capital Management since 2022. Before joining Davidson Kahn Capital Management in 2022, Alex Lanzkowsky was registered through Rockefeller Capital Management.
- – present · 4 yearsSherman Oaks, CA · Adviser representative · Firm CRD 290062
- Rockefeller Capital Management– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 291361
Investment adviser representative registrations
Alex Lanzkowsky is registered as an investment adviser representative in 2 states. The first approvals date from September 2022; the most recent is Nevada, in October 2025.
- CaliforniaSince 7 September 2022
- NevadaSince 9 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 24 September 2020 |
| Series 7TO | General Securities Representative Examination | 3 September 2020 |
| SIE | Securities Industry Essentials Examination | 16 August 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7288460
- Firm
- Davidson Kahn Capital Management · CRD 290062
- Office
- 14011 VENTURA BLVD,, SUITE 302, Sherman Oaks, CA 91423
- Registration
- Investment adviser registration
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Alex Lanzkowsky work?
Alex Lanzkowsky is an investment adviser representative registered through Davidson Kahn Capital Management, LLC since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Alex Lanzkowsky a financial advisor?
Yes. Alex Lanzkowsky has a current investment-adviser registration in California and Nevada, through Davidson Kahn Capital Management since September 2022.
How many years of experience does Alex Lanzkowsky have?
Alex Lanzkowsky has 6 years in the financial industry, since October 2020, across 2 adviser firms.
What exams has Alex Lanzkowsky passed?
Alex Lanzkowsky has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2020.
Where is Alex Lanzkowsky based?
Alex Lanzkowsky’s registered office is in Sherman Oaks, CA.
Is Alex Lanzkowsky registered with FINRA?
No. Alex Lanzkowsky has no current broker registration.
How can I verify Alex Lanzkowsky’s record?
Search CRD 7288460 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alex Lanzkowsky’s full registration record.