Dalya Inhaber

MINERVA WEALTH ADVISORY

New York, NY 10016

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CRD#: 1629275

Professional summary

Dalya Inhaber, CFP® is a registered financial advisor currently at MINERVA WEALTH ADVISORY located in New York, New York.

Dalya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Dalya has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dalya Inhaber's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

March 31, 2021 - Present

MINERVA WEALTH ADVISORY

Office #1: 79 Madison Avenue Floor 8, New York, NY 10016

RIA

CRD#: 282723

New York, NY

Past

February 16, 2016 - June 13, 2016

MINERVA WEALTH ADVISORY

RIA

CRD#: 282723

NEW YORK, NY

Past

November 11, 2010 - February 27, 2015

GERSTEIN FISHER

RIA

CRD#: 118551

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MINERVA WEALTH ADVISORY

MINERVA WEALTH ADVISORY | MINERVA WEALTH ADVISORY LLC

CRD#: 282723 / SEC#: 801-118636

RIA

Registered Investment Advisory firm - (5/1/2020 Approved)

New York

Registered Investment Advisory firm - (10/25/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(3/31/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/2009

Uniform Investment Adviser Law Examination

Current Firm

MINERVA WEALTH ADVISORY

MINERVA WEALTH ADVISORY | MINERVA WEALTH ADVISORY LLC

CRD#: 282723 / SEC#: 801-118636

RIA

Registered Investment Advisory firm - (5/1/2020 Approved)

New York

Registered Investment Advisory firm - (10/25/2023 Terminated)

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Contact information

Main Address

135 Madison Avenue Floor 5, New York, NY 10016

Mailing Address

Phone number

(646) 934-6874

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A MINERVA 03312022 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	80
AUM (Assets Under Management)	$ 59,017,189

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Dalya Inhaber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dalya Inhaber's CRS (Customer Relationship Summary).

Certified licenses

Experience

MINERVA WEALTH ADVISORY

MINERVA WEALTH ADVISORY

GERSTEIN FISHER

Primary Firm SEC Registration

MINERVA WEALTH ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2009

Current Firm

MINERVA WEALTH ADVISORY

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MINERVA WEALTH ADVISORY

TRUST BUT VERIFY

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