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EM

Ezra P. Mager

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CRD#: 316853
EM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ezra Pascal Mager was a registered financial professional .

Ezra is a previously registered financial professional and started their career in finance in 1969. Ezra had worked at 4 firms and has passed the Series 63, Series 7, Series 1, Series 4 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 17, 2000 - March 4, 2002

DELTEC ASSET MANAGEMENT LLC

BD
CRD#: 104068
NEW YORK, NY
Past

April 25, 2000 - October 17, 2000

DELTEC ASSET MANAGEMENT CORPORATION

BD
CRD#: 8438
NEW YORK, NY
Past

August 31, 1973 - November 29, 1990

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
Past

March 4, 1969 - October 6, 1973

SEIDEN & DE CUEVAS INC

BD
CRD#: 1000001

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".
DA
DELTEC ASSET MANAGEMENT LLC
DELTEC ASSET MANAGEMENT LLC

CRD#: 104068 / SEC#: 801-58090, 8-52597

RIA
Registered Investment Advisory firm - SEC (9/29/2000 Approved)
BD
Terminated by SEC on 04/29/2011

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/21/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 11/21/1966
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 2/21/1969
Registered Principal Examination

Current Firm


DA
DELTEC ASSET MANAGEMENT LLC
DELTEC ASSET MANAGEMENT LLC

CRD#: 104068 / SEC#: 801-58090, 8-52597

RIA
Registered Investment Advisory firm - SEC (9/29/2000 Approved)
BD
Terminated by SEC on 04/29/2011
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Contact information


Main Address
530 Fifth Avenue 17th Floor, New York, NY 10036
Mailing Address
Phone number
(212) 546-6200
Established
Delaware since 01/14/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees
15

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/21/2025)

Direct owners and executive officers


NamePositionCRD#
BLUE TEE PARTNERS, LLCMANAGING MEMBER
BYRNES, ARTHUR EVERETTSENIOR MANAGING DIR.37710
GORDON, JOHN ROUSMANIERESENIOR MANAGING DIR.1483496
GRUNDER, LINEN ANNMANAGING DIRECTOR2742659
HALL, TIMOTHY STEPHENMANAGING DIRECTOR4391230
LESKO, GREGORY JOHNMANAGING DIRECTOR2088339
VITTI, DENISE GRACECONTROLLER, FINOP
WHITE, JAMES TERRYMANAGING DIRECTOR2102275
ZUPPELLO, STEPHENSR. MANAGING DIR., ROP, CROP, SCROP, CHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER1310048

Regulatory assets under management


Total Number of Accounts157
AUM (Assets Under Management)$ 696,841,721

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.

Company Information


DELTEC ASSET MANAGEMENT LLC

CRD#: 104068

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