Ivo N. Kaufmann

SSA WEALTH ADVISORS

ZURICH, 8001

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CRD#: 4412460

Professional summary

Ivo Nmn Kaufmann, who also goes by IVo Kaufman, Ivo Kaufmann, is a registered financial advisor currently at SSA WEALTH ADVISORS .

Ivo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Ivo has worked at 3 firms and has passed the Series 66, Series 65, Series 63, Series 87, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ivo Kaufman | Ivo Kaufmann

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) - RIA

Click below to view Ivo Nmn Kaufmann'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

May 15, 2026 - Present

SSA WEALTH ADVISORS

Office #1: Uraniastrasse 34 3rd Floor, Zurich 8001

RIA

CRD#: 161357

ZURICH,

Past

January 24, 2006 - July 2, 2012

CREDIT SUISSE PRIVATE ADVISORS AG

RIA

CRD#: 112892

ZURICH,

Past

February 27, 2002 - July 2, 2012

CREDIT SUISSE PRIVATE ADVISORS AG

CRD#: 112892

ZURICH,

Past

July 19, 2001 - April 16, 2002

SWISS AMERICAN SECURITIES INC.

CRD#: 7973

NEW YORK, 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".

SSA WEALTH ADVISORS

SSA SWISS ADVISORS AG | SYZ SWISS ADVISORS S.A. | SSA WEALTH ADVISORS | SSA SWISS WEALTH ADVISORS AG | SSA SWISS ADVISORS S.A.

CRD#: 161357 / SEC#: 801-74460

RIA

Registered Investment Advisory firm - (3/29/2012 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

Texas
(5/15/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/27/2006

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/3/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/24/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 7/27/2007

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 7/17/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 12/19/2001

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/10/2001

General Securities Principal Examination

Current Firm

SSA WEALTH ADVISORS

SSA SWISS ADVISORS AG | SYZ SWISS ADVISORS S.A. | SSA WEALTH ADVISORS | SSA SWISS WEALTH ADVISORS AG | SSA SWISS ADVISORS S.A.

CRD#: 161357 / SEC#: 801-74460

RIA

Registered Investment Advisory firm - (3/29/2012 Approved)

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Contact information

Main Address

Uraniastrasse 34 3rd Floor, Zurich 8001

Mailing Address

Phone number

+41 44 206 60 40

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SSA SWISS WEALTH ADVISORS AG FORM ADV PART 2A 29 MARCH 2023 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	131
AUM (Assets Under Management)	$ 675,118,932

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.

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Firm Stability Insights

Ivo N. Kaufmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ivo Nmn Kaufmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREDIT SUISSE PRIVATE ADVISORS AG

CREDIT SUISSE PRIVATE ADVISORS AG

SWISS AMERICAN SECURITIES INC.

Primary Firm SEC Registration

SSA WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/27/2006

Series 65

Date: 5/3/2002

Series 63

Date: 7/24/2001

Series 87

Date: 7/27/2007

Series 7

Date: 7/17/2001

Series 53

Date: 12/19/2001

Series 24

Date: 8/10/2001

Current Firm

SSA WEALTH ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SSA WEALTH ADVISORS

TRUST BUT VERIFY

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