Best Investors Account Sign in
Inactive

Joseph Stanley Kalinowski

Alpha Concepts LLC

Jericho, NY

CRD 2644317

Claim This Profile
Employer firm

Alpha Concepts LLC CRD 331431

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Alpha Concepts Llc

390 North Broadway Suite 130, Jericho, NY 11753 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-21
  • NY RA
    APPROVED
    Since 2025-11-21

Branch Locations

390 North Broadway Suite 130, Jericho, NY 11753 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rutera Group Jericho NY 12/2015 Present
Alpha Concepts, Llc Centereach NY 10/2023 Present
  • 12/2015 → Present
    Rutera Group
    Jericho, NY
  • 10/2023 → Present
    Centereach, NY
Previous Registrations
Other Businesses

Mr. Kalinowski is a consultant with Ruterra Partners, a family office. Approximately 5% of his time is spent on these activities. These practice is not a conflict of interest as the clients of the family office will not be solicited by Alpha Concepts.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-08-31
  • S63 Uniform Securities Agent State Law Examination
    1995-08-31
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Jericho, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor