RS
Rami R. Sarafa
CORDOBA ADVISORY PARTNERS LLC
New York, NY 10022
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CRD#: 4564524
RS
Professional summary
Rami Ryan Sarafa is a registered financial advisor currently at CORDOBA ADVISORY PARTNERS LLC located in New York, New York.
Rami is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Rami has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Rami Ryan Sarafa'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
September 14, 2021 - Present
CORDOBA ADVISORY PARTNERS LLC
Office #1: 488 Madison Avenue 24th Floor, New York, NY 10022RIA
CRD#: 310199
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".
CA
CORDOBA ADVISORY PARTNERS LLC
CORDOBA | CORDOBA ADVISORY PARTNERS LLC
CRD#: 310199 / SEC#: 801-121538
RIA
Registered Investment Advisory firm - (6/21/2021 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(9/14/2021)
Exams
Current Firm
CA
CORDOBA ADVISORY PARTNERS LLC
CORDOBA | CORDOBA ADVISORY PARTNERS LLC
CRD#: 310199 / SEC#: 801-121538
RIA
Registered Investment Advisory firm - (6/21/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
488 Madison Avenue 24th Floor, New York, NY 10022
Mailing Address
Phone number
(917) 746-4806
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 2,609,381,208 |
Red Flags
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