Gideon Ozik

MKT MEDIASTATS

CAMBRIDGE, MA 02138

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CRD#: 5043708

Professional summary

Gideon Ozik is a registered financial advisor currently at MKT MEDIASTATS, LLC located in Cambridge, Massachusetts.

Gideon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Gideon has worked at 2 firms .

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 Gideon Ozik'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

June 5, 2024 - Present

MKT MEDIASTATS, LLC

Office #1: 140 Mount Auburn St., Cambridge, MA 02138

RIA

CRD#: 329233

CAMBRIDGE, MA

Past

October 28, 2005 - August 16, 2006

NISA INVESTMENT ADVISORS, LLC

RIA

CRD#: 107313

ST. LOUIS, MO

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

Massachusetts
(6/5/2024)

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

Current Firm

MKT MEDIASTATS, LLC

CRD#: 329233 / SEC#:

Massachusetts

Registered Investment Advisory firm - (6/5/2024 Approved)

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Contact information

Main Address

140 Mount Auburn St., Cambridge, MA 02138

Mailing Address

Phone number

(617) 794-1110

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Gideon Ozik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gideon Ozik's CRS (Customer Relationship Summary).

Certified licenses

Experience

MKT MEDIASTATS, LLC

NISA INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

MKT MEDIASTATS, LLC

Contact information

Documents

Red Flags

Company Information

MKT MEDIASTATS, LLC

TRUST BUT VERIFY

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