Samuel D. Gurvitch
Professional summary
Samuel David Gurvitch, who also goes by Sam Gurvitch, Samuel Gurvitch, is a registered financial advisor currently at OXINAS PARTNERS WEALTH MANAGEMENT located in Irvington, New York.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Samuel has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samuel David Gurvitch's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 20, 2019 - Present
OXINAS PARTNERS WEALTH MANAGEMENT
Office #1: 90 N. Broadway Suite 213, Irvington, NY 10533November 7, 2013 - March 8, 2018
WADDELL & REED
August 3, 2001 - March 8, 2018
WADDELL & REED
Primary Firm SEC Registration
OXINAS PARTNERS WEALTH MANAGEMENT
CRD#: 297462 / SEC#: 801-113877
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/2/2021)
Exams
Current Firm
OXINAS PARTNERS WEALTH MANAGEMENT
CRD#: 297462 / SEC#: 801-113877
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,738 |
| AUM (Assets Under Management) | $ 390,977,057 |
Red Flags
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