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Ovadya Aryeh

ASSET PRESERVATION ADVISORS
NEW YORK, NY 10017
CRD#: 4987456
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OA
Ovadya AryehASSET PRESERVATION ADVISORS

Professional summary

Ovadya Aryeh is a registered financial advisor currently at ASSET PRESERVATION ADVISORS, LLC located in New York, New York and IM GLOBAL US DISTRIBUTORS LLC located in El Segundo, California.

Ovadya is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Ovadya has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ovadya Aryeh'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

June 15, 2026 - Present

ASSET PRESERVATION ADVISORS, LLC

Office #1: 400 Madison Ave Suite 9d, New York, NY 10017
RIA
CRD#: 106741
NEW YORK, NY
Current

March 7, 2025 - Present

IM GLOBAL US DISTRIBUTORS LLC

Office #1: 2301 Rosecrans Avenue Suite 2150, El Segundo, CA 90245
BD
CRD#: 299892
EL SEGUNDO, CA
Past

June 15, 2010 - March 15, 2024

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

July 26, 2005 - June 30, 2010

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
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".
AP
ASSET PRESERVATION ADVISORS, LLC
ASSET PRESERVATION ADVISORS INC | ASSET PRESERVATION ADVISORS,INC. | ASSET PRESERVATION ADVISORS, LLC

CRD#: 106741 / SEC#: 801-41636

RIA
Registered Investment Advisory firm - (5/27/1992 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.
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
New York
(3/7/2025)
IAR
New York
(6/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/15/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/17/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/25/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AP
ASSET PRESERVATION ADVISORS, LLC
ASSET PRESERVATION ADVISORS INC | ASSET PRESERVATION ADVISORS,INC. | ASSET PRESERVATION ADVISORS, LLC

CRD#: 106741 / SEC#: 801-41636

RIA
Registered Investment Advisory firm - (5/27/1992 Approved)
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Contact information

Main Address
3344 Peachtree Road, Ne Suite 2050, Atlanta, GA 30326
Mailing Address
Phone number
(404) 261-1333
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APA FORM ADV PART 2A (5/6/2025)

Regulatory assets under management

Total Number of Accounts2,954
AUM (Assets Under Management)$ 10,654,240,520

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

ASSET PRESERVATION ADVISORS, LLC

CRD#: 106741New York, NY 10017

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