At my firm, I have the client—and only the client—in mind.

My reasons for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.

Over the years, I have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. I invite you to discover and experience the power of my services. I believe it has far-reaching benefits for my clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

 

Andrew Brookman

Principal/Client Portfolio Manager
abrookman@alphastrategicadvisor.com
203-524-0711

A Veteran in the Financial Industry since 1998, with experience working for Greenwich Prime Trading Group a prominent Buy-Side Hedge Fund Trading Desk on Wall Street. This offered Andrew the opportunity to learn how to trade in many different markets, securities, and utilize sophisticated investment strategies. Andrew had the honor to work for and learn how to invest in the markets from some of the most well-known Hedge Fund managers known today. In 2008, he left Greenwich Prime Trading Group to become a Partner and Head Trader at Brill Securities, a broker-dealer in New York City. He built a wealth management business and clientele at Brill Securities and was able to enhance their trading business with new trading technologies and investment products. In 2013, he left Brill Securities to work for Oppenheimer & Co. Inc. as a Wealth Manager where he continued to grow and focus on his wealth management business for many years.

Andrew Founded Alpha Strategic Advisors guided by the premise of focusing on his clients' needs and goal by using sophisticated investment strategies and adapting to the current market environment. He utilizes portfolio enhancement tools for his ultra-high net worth clients and complex derivative strategies to enhance his clients’ portfolios. Andrew proactively monitors the markets and is fully versed in a wide range of investment products including, but not limited to, equities, taxable and tax-free bonds, structured products, alternative investments, options/derivatives, Opportunity Zone Prep structures and REITS.

He aligns each clients' unique goals, values, and needs with holistic planning and custom investment strategies. Andrew uses an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance, focusing on growth and preserving the assets of high-net-worth clients (individuals, families, corporate executives, and businesses). He leverages the resources and his partners to help clients pursue goals and address complex financial issues. Andrew has his Series 7, 57TO, 63 and 65, 79TO, 99TO, and SIE registrations.

Zubin Hodiwalla

zhodiwalla@aegiscap.com
516-512-6116 Ext. 275

Operations Specialist 

Zubin has worked in the financial services industry since 1989 with varying roles in client service, investment advisory and financial planning. He has held positions at Oppenheimer & Co, Merrill Lynch, Smith Barney Citigroup, Fidelity Investments and Charles Schwab. Prior to joining Alpha Strategic, Zubin managed an Ultra High Net worth practice of clients numbering 350 households and $1.3 Billion in assets. He has a Bachelors of Business Administration from Bernard M Baruch college and a Master of Business Administration from Long Island University. He holds industry licenses including a Series 7, Series 63 and Series 65 as well as New York State Life Insurance and Annuity licenses.