Aryeh Benjamin Bourkoff
Professional Summary
Aryeh Benjamin Bourkoff is a registered financial advisor currently at LIONTREE ADVISORS LLC located in New York, New York. Aryeh is registered as a RR (Registered Representative) and started their career in finance in 1997. Aryeh has worked at 6 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 86, Series 87, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
AB ADVISORS GROUP LLC | LIONTREE ADVISORS LLC
Contact Information
Main Address
745 Fifth Avenue 15th Floor, New York, NY 10151Mailing Address
745 Fifth Avenue 15th Floor, New York, NY 10151Phone Number
(212) 644-4200Established
Delaware since 05/11/2012Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (22 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(10/24/2012)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed Aug 2004About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Aryeh Benjamin Bourkoff's CRS (Customer Relationship Summary).
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