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RK

Rabin Kaydanian

THEPARTNERS WEALTH MANAGEMENT
Great Neck, NY 11023
Some features on this profile are disabled
CRD#: 3195771
RK

Professional summary

Rabin Kaydanian, who also goes by Kaydanian, is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Great Neck, New York.

Rabin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Rabin has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kaydanian

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.
1. American Portfolios Advisors, Inc. - Investment advisor representative, investment related, start date = 01/02/2018, 0% ownership, 40 hrs./wk./mkt. hrs. 2. PPS ADVISORS, INC. - INSURANCE AND FIXED ANNUITIES, NOT INVESTMENT RELATED, START DATE = 01/2018, 10 HRS./MO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rabin Kaydanian'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®
None

Experience

Current

August 29, 2025 - Present

THEPARTNERS WEALTH MANAGEMENT

Office #1: 574 Middle Neck Road Suite 104, Great Neck, NY 11023
RIA
CRD#: 314816
Great Neck, NY
Past

October 12, 2024 - September 3, 2025

OSAIC ADVISORY SERVICES, LLC

RIA
CRD#: 171070
Great Neck, NY
Past

October 11, 2024 - October 11, 2024

OSAIC WEALTH, INC.

RIA
CRD#: 23131
Great Neck, NY
Past

October 11, 2024 - September 3, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
Great Neck, NY
Past

January 2, 2018 - October 11, 2024

AMERICAN PORTFOLIOS ADVISORS, INC

RIA
CRD#: 112697
HOLBROOK, NY
Past

December 13, 2016 - March 27, 2018

PROFESSIONAL PLANNING SERVICES

RIA
CRD#: 152702
HOLBROOK, NY
Past

October 2, 2012 - December 6, 2016

PROFESSIONAL PLANNING SERVICES

RIA
CRD#: 152702
HOLBROOK, NY
Past

May 27, 2011 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
Great Neck, NY
Past

June 23, 2004 - June 8, 2011

LADENBURG THALMANN ASSET MANAGEMENT INC

RIA
CRD#: 108604
MELVILLE, NY
Past

November 20, 2002 - June 8, 2011

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
MELVILLE, NY
Past

May 7, 1999 - November 20, 2002

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, 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".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS

CRD#: 314816 / SEC#: 801-122637

RIA
Registered Investment Advisory firm - (11/8/2021 Approved)

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
(8/29/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/17/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/17/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/6/1999
General Securities Representative Examination

Current Firm

TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS

CRD#: 314816 / SEC#: 801-122637

RIA
Registered Investment Advisory firm - (11/8/2021 Approved)
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Contact information

Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
35

SEC notice filing (23 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

THEPARTNERS ADV PART 2A BROCHURE (10/24/2025)
THEPARTNERS ADV PART 2A WRAP BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts2,304
AUM (Assets Under Management)$ 454,537,144

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

THEPARTNERS WEALTH MANAGEMENT

CRD#: 314816Great Neck, NY 11023

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