Neer D. Hodorov

MAGEN WEALTH MANAGEMENT

Miami, FL 33180

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CRD#: 5042144

Professional summary

Neer D Hodorov, who also goes by Neer Hodorov, is a registered financial advisor currently at MAGEN WEALTH MANAGEMENT, LLC located in Miami, Florida.

Neer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Neer has worked at 7 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Neer Hodorov

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 Neer D Hodorov'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

January 22, 2019 - Present

MAGEN WEALTH MANAGEMENT, LLC

Office #1: 19790 West Dixie Highway 8th Floor Suite 811, Miami, FL 33180

RIA

CRD#: 175157

Miami, FL

Past

January 24, 2018 - January 7, 2019

INSIGNEO ADVISORY SERVICES, LLC

RIA

CRD#: 282589

MIAMI, FL

Past

March 27, 2015 - December 14, 2018

INSIGNEO WEALTH ADVISORS, LLC

RIA

CRD#: 112706

MIAMI, FL

Past

March 24, 2015 - January 7, 2019

INSIGNEO SECURITIES, LLC

CRD#: 29249

MIAMI, FL

Past

July 15, 2011 - April 6, 2015

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

MIAMI, FL

Past

July 15, 2011 - April 6, 2015

RBC CAPITAL MARKETS, LLC

CRD#: 31194

MIAMI, FL

Past

July 2, 2010 - July 18, 2011

VALLEY FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 105387

NEW YORK, NY

Past

July 2, 2010 - July 18, 2011

VALLEY FINANCIAL MANAGEMENT, INC.

CRD#: 105387

NEW YORK, NY

Past

October 14, 2009 - July 1, 2010

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

NEW YORK, NY

Past

August 21, 2009 - July 1, 2010

OPPENHEIMER & CO. INC.

CRD#: 249

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

Florida
(1/22/2019)

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: 10/13/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/31/2011

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/20/2009

General Securities Representative Examination

Current Firm

MAGEN WEALTH MANAGEMENT, LLC

CRD#: 175157 / SEC#:

Florida

Registered Investment Advisory firm - (1/22/2019 Approved)

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Contact information

Main Address

19790 West Dixie Highway 8th Floor Suite 811, Miami, FL 33180

Mailing Address

Phone number

(954) 338-1966

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	25
AUM (Assets Under Management)	$ 80,813,108

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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Advisor Monitoring

Firm Stability Insights

Neer D. Hodorov

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Neer D Hodorov's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSIGNEO ADVISORY SERVICES, LLC

INSIGNEO WEALTH ADVISORS, LLC

INSIGNEO SECURITIES, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

VALLEY FINANCIAL MANAGEMENT, INC.

VALLEY FINANCIAL MANAGEMENT, INC.

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2009

SIE

Date: 10/1/2018

Series 3

Date: 10/31/2011

Series 7

Date: 8/20/2009

Current Firm

MAGEN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAGEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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