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EL

Eyal Lavie

CORDA INVESTMENT MANAGEMENT
Houston, TX 77024-1626
Some features on this profile are disabled
CRD#: 5051392
EL

Professional summary

Eyal Lavie is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Houston, Texas.

Eyal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Eyal has worked at 4 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

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.
SELAVIE GROUP LLC, INVESTMENT RELATED, 9600 GREAT HILLS TRAIL, SUITE 150W, AUSTIN TX 78759. NATURE OF THE BUSINESS: SOLE MEMBER OF SELAVIE GROUP, LLC, WHICH IS AN ENTITY CREATED FOR PERSONAL REAL ESTATE HOLDINGS. OWNER AND FOUNDER, START DATE: 12/20/2012 AND NUMBER OF HOURS/MONTH DEVOTED TO THE BUSINESS: 10. HOLYLAND MAMALIGA LLC, INVESTMENT RELATED, 9600 GREAT HILLS TRAIL, SUITE 150W, AUSTIN TX 78759. MANAGING MEMBER AND CO-OWNER, START DATE 2/27/13, AND NUMBER OF HOURS/MONTH DEVOTE TO THE BUSINESS: 5, NONE DURING TRADING HOURS. THIS COMPANY HAS A MINORITY INTEREST IN MULTIPLE COMMERCIAL REAL ESTATE COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eyal Lavie'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

January 15, 2014 - Present

CORDA INVESTMENT MANAGEMENT, LLC

Office #1: 8955 Katy Freeway Suite 200, Houston, TX 77024-1626
RIA
CRD#: 108046
Houston, TX
Past

September 4, 2008 - October 2, 2012

TD AMERITRADE, INC.

RIA
CRD#: 7870
AUSTIN, TX
Past

September 4, 2008 - October 2, 2012

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
AUSTIN, TX
Past

September 4, 2008 - October 2, 2012

TD AMERITRADE, INC.

BD
CRD#: 7870
AUSTIN, TX
Past

April 25, 2006 - August 26, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
AUSTIN, TX
Past

April 4, 2006 - August 26, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
AUSTIN, TX

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".
CI
CORDA INVESTMENT MANAGEMENT, LLC
BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA
Registered Investment Advisory firm - (12/20/1999 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
Colorado
(5/18/2021)
IAR
Texas
(1/15/2014)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/24/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/3/2006
General Securities Representative Examination

Current Firm

CI
CORDA INVESTMENT MANAGEMENT, LLC
BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA
Registered Investment Advisory firm - (12/20/1999 Approved)
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Contact information

Main Address
8955 Katy Freeway Suite 200, Houston, TX 77024-1626
Mailing Address
Phone number
(713) 439-0665
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORDA INVESTMENT MANAGEMENT ADV BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts2,966
AUM (Assets Under Management)$ 1,726,638,629

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

CORDA INVESTMENT MANAGEMENT, LLC

CRD#: 108046Houston, TX 77024-1626

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