SG
Samuel D. Gurvitch
OXINAS PARTNERS WEALTH MANAGEMENT
Irvington, NY 10533
Some features on this profile are disabled
CRD#: 4408653
SG
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
Are you a "fiduciary"?
Yes
Aliases
Sam Gurvitch | Samuel Gurvitch
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) Licensed Insurance Agent; Not investment-related; Irvington, NY; Insurance sales; Insurance Agent; 01/2002; Five hours per month, all of which are during securities trading hours; Implementations of insurance recommendations. (2) Gurvitch Realtors; Not investment-related; Brooklyn, NY; Real Estate Property Services Firm; Owner; 12/2005; Two hours per month, none of which are during securities trading hours; Data gathering, analysis, and prepare real estate property filings. (3) Masana Growth Group; Not investment-related; Brooklyn, NY; General Partner and Managing Member; 06/1983; One hour per month, which is not during securities trading hours. (4) Spigurose; Not investment-related; Ukiah, CA; Real estate holding company; Limited Member of LLC; 06/1998; Zero hours per month and zero hours during securities trading hours; Owners and managers of commercial real estate. (5) SDG Asset Management Group, LLC; Investment-Related; Irvington, NY; SDG Asset Management, Group, LLC is a d/b/a under Oxinas Partners, LLC; Investment Advisory Services; Owner; 07/2019; One-hundred and forty hours per month, all of which are during securities trading hours; Management and administration of the LLC and wealth management services for clients.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel David Gurvitch'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®
NoneExperience
Current
August 20, 2019 - Present
OXINAS PARTNERS WEALTH MANAGEMENT
Office #1: 90 N. Broadway Suite 213, Irvington, NY 10533RIA
CRD#: 297462
Irvington, NY
Past
November 7, 2013 - March 8, 2018
WADDELL & REED
RIA
CRD#: 866
HAMDEN, CT
Past
August 3, 2001 - March 8, 2018
WADDELL & REED
BD
CRD#: 866
HAMDEN, CT
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".
OP
OXINAS PARTNERS WEALTH MANAGEMENT
OXINAS PARTNERS WEALTH MANAGEMENT | SDG ASSET MANAGEMENT GROUP | OXINAS PARTNERS, LLC | OXINAS PARTNERS WEALTH MANAGEMENT LLC
CRD#: 297462 / SEC#: 801-113877
RIA
Registered Investment Advisory firm - (8/22/2018 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(12/2/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OP
OXINAS PARTNERS WEALTH MANAGEMENT
OXINAS PARTNERS WEALTH MANAGEMENT | SDG ASSET MANAGEMENT GROUP | OXINAS PARTNERS, LLC | OXINAS PARTNERS WEALTH MANAGEMENT LLC
CRD#: 297462 / SEC#: 801-113877
RIA
Registered Investment Advisory firm - (8/22/2018 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
607 North Shore Drive Suite 101, Jeffersonville, IN 47130
Mailing Address
Phone number
(812) 725-8649
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,706 |
| AUM (Assets Under Management) | $ 344,596,274 |
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.
