Alex Zepkowski has been an investment adviser representative at Kinetic Investment Management since July 2026, and is not listed among the firm’s executive officers or direct owners.
Kinetic Investment Management, Inc. is a Los Angeles, CA firm with $451M under management, 1,460 clients and 31 advisers across 20 offices, as of its September 2026 filing.
Alex Zepkowski’s longest registration was 1 year at Wealthtech Partners LLC (2021–2023). Before joining Kinetic Investment Management in 2026, Alex Zepkowski was registered through Wealthtech Partners LLC and Integrated Wealth Concepts LLC.
- – present · under a yearPasadena, CA · Adviser representative · Firm CRD 283034
- Wealthtech Partners LLC– · 1 yearPasadena, CA · Adviser representative · Firm CRD 315746
- Integrated Wealth Concepts LLC– · 1 yearPasadena, CA · Adviser representative · Firm CRD 284656
Investment adviser representative registrations
Alex Zepkowski is registered as an investment adviser representative in California, since July 2026.
- CaliforniaSince 1 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 January 2008 |
| Series 7 | General Securities Representative Examination | 8 August 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4628247
- Firm
- Kinetic Investment Management · CRD 283034
- Office
- 299 N. Euclid Ave Suite 325, Pasadena, CA 91101
- Registration
- Investment adviser registration
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Alex Zepkowski work?
Alex Zepkowski is an investment adviser representative registered through Kinetic Investment Management, Inc. since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Alex Zepkowski a financial advisor?
Yes. Alex Zepkowski has a current investment-adviser registration in California, through Kinetic Investment Management since July 2026.
How many years of experience does Alex Zepkowski have?
Alex Zepkowski has 15 years in the financial industry, since November 2010, across 3 adviser firms.
What exams has Alex Zepkowski passed?
Alex Zepkowski has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 2007. FINRA credited Alex Zepkowski with the SIE, which began in October 2018.
Where did Alex Zepkowski work before Kinetic Investment Management?
Before Kinetic Investment Management, Alex Zepkowski was registered through Wealthtech Partners LLC, August 2021 to June 2023; Integrated Wealth Concepts LLC, June 2020 to October 2021.
Where is Alex Zepkowski based?
Alex Zepkowski’s registered office is in Pasadena, CA.
Is Alex Zepkowski registered with FINRA?
No. Alex Zepkowski has no current broker registration.
How can I verify Alex Zepkowski’s record?
Search CRD 4628247 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alex Zepkowski’s full registration record.