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GK

Gary V. Krimershmoys

MAGEN FINANCIAL LLC
New York, NY 10036
Some features on this profile are disabled
CRD#: 4343948
GK

Professional summary

Gary V Krimershmoys, who also goes by Gary Krimershmoys, Igor Gary V Krimershmoys, is a registered financial professional currently at MAGEN FINANCIAL LLC located in New York, New York.

Gary is registered as a RR (Registered Representative) and started their career in finance in 2001. Gary has worked at 8 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 55 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gary Krimershmoys | Igor Gary V Krimershmoys

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) - BD

Click below to view Gary V Krimershmoys's 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

October 17, 2022 - Present

MAGEN FINANCIAL LLC

Office #1: 1500 Broadway 25th Floor, New York, NY 10036
BD
CRD#: 305174
New York, NY
Past

August 24, 2020 - October 17, 2022

YOUNG AMERICA CAPITAL, LLC

BD
CRD#: 150443
MAMARONECK, NY
Past

March 27, 2018 - June 8, 2018

GITTERMAN WEALTH MANAGEMENT, LLC

RIA
CRD#: 153062
Edison, NJ
Past

March 13, 2018 - June 10, 2018

VANDERBILT SECURITIES, LLC

BD
CRD#: 5953
Edison, NJ
Past

March 11, 2016 - February 26, 2018

PENN INVESTMENT ADVISORS, INC.

RIA
CRD#: 151715
DOYLESTOWN, PA
Past

February 19, 2016 - March 5, 2018

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
Doylestown, PA
Past

June 1, 2015 - February 19, 2016

PENN INVESTMENT ADVISORS, INC.

RIA
CRD#: 151715
DOYLESTOWN, PA
Past

June 1, 2015 - February 19, 2016

EAGLEVIEW SECURITIES, INC

BD
CRD#: 170008
DOYLESTOWN, PA
Past

February 14, 2001 - May 31, 2001

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/31/2023)
RR
New York
(12/18/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 10/31/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/16/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/10/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/1/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 55
Date: 3/24/2001
Limited Representative-Equity Trader Exam
SRO Registrations
RR
FINRA

Current Firm

MF
MAGEN FINANCIAL LLC
ATHENA A DIVISION OF MAGEN FINANCIAL LLC | VISION A DIVISION OF MAGEN FINACIAL LLC | SHIELD A DIVISION OF MAGEN FINANCIAL LLC | NOMAD A DIVISION OF MAGEN FINANCIAL LLC | MERCURY A DIVISION OF MAGEN FINANCIAL LLC | MAGEN FINANCIAL LLC | AZUR A DIVISION OF MAGEN FINANCIAL LLC

CRD#: 305174 / SEC#: , 8-70397

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
1500 Broadway 25th Floor, New York, NY 10036
Mailing Address
1500 Broadway 25th Floor, New York, NY 10036
Phone number
(212) 291-7702
Established
Delaware since 07/16/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
HYBER HOLDINGS LLCDIRECT OWNER
BARTHES, DAVYCEO5726005
BARTHES, JOHANN BRIAN ROBINPRESIDENT5740524
TREARS, JOHN PATRICKPARTNER COO/CFO/CCO2837461

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

MAGEN FINANCIAL LLC

CRD#: 305174New York, NY 10036

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