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Alex Matthew Zubak

Sikorski Wealth Management, LLC

San Diego, CA

Poway, CA

CRD 5993710

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Employer firm

Sikorski Wealth Management, LLC CRD 312805

$140M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Sikorski Wealth Management, Llc

110 W A St. Suite 960, San Diego, CA 92101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-15
  • CA RA
    APPROVED
    Since 2025-04-15

Branch Locations

110 W A St. Suite 960, San Diego, CA 92101 • United States

Poway, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones San Diego CA 11/2011 06/2024
Sikorski Wealth Management, Llc San Diego CA 06/2024 Present
Previous Registrations
  • 2012-02-27 → 2024-07-03
    Edward Jones
    San Diego, CA
    San Diego, CA
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-30
  • S66 Uniform Combined State Law Examination
    2011-12-30
Other Names
  • Alex Zubak

View on SEC IAPD

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