Ira S. Koyner

TRIATHLON PARTNERS LLC

Weston, CT

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CRD#: 4990096

Professional summary

Ira Stuart Koyner, who also goes by Ira Koyner, is a registered financial advisor currently at TRIATHLON PARTNERS LLC located in Weston, Connecticut.

Ira is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ira has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ira Koyner

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. Triathlon Partners LLC; INVESTMENT RELATED; 176 Godfrey Road East, Weston CT 06883; Legal entity; PRESIDENT OF SINGLE MEMBER LLC; 10/26/2023; HOURS/MONTH: 0; HOURS/MONTH DURING TRADING HOURS: 0; President of single member LLC. This will be DBA for Guardian and PAS business. 2. Commissions related to selling life, health, disability and LTC insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ira Stuart Koyner'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®

None

Experience

Current

March 25, 2024 - Present

TRIATHLON PARTNERS LLC

RIA

CRD#: 329350

Weston, CT

Past

February 7, 2024 - February 23, 2024

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

NEW HAVEN, CT

Past

February 7, 2024 - February 23, 2024

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW HAVEN, CT

Past

January 18, 2024 - February 1, 2024

TRIATHLON PARTNERS LLC

RIA

CRD#: 329350

WESTON, CT

Past

November 29, 2017 - January 4, 2024

SG AMERICAS SECURITIES, LLC

CRD#: 128351

NEW YORK, NY

Past

July 26, 2016 - December 26, 2017

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

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

Connecticut
(3/25/2024)

IAR

New York
(5/24/2024)

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 65

Date: 11/11/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/18/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 1/30/2018

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/26/2016

General Securities Representative Examination

Current Firm

TRIATHLON PARTNERS LLC

CRD#: 329350 / SEC#:

Connecticut

Registered Investment Advisory firm - (3/25/2024 Approved)

New York

Registered Investment Advisory firm - (5/24/2024 Approved)

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Contact information

Main Address

Weston, CT

Mailing Address

Phone number

(203) 970-1063

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 51,900,000

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

Ira S. Koyner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ira Stuart Koyner's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

TRIATHLON PARTNERS LLC

SG AMERICAS SECURITIES, LLC

MORGAN STANLEY & CO. LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2023

Series 63

Date: 11/18/2016

SIE

Date: 10/1/2018

Series 3

Date: 1/30/2018

Series 7

Date: 7/26/2016

Current Firm

TRIATHLON PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRIATHLON PARTNERS LLC

TRUST BUT VERIFY

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