Sharon Hayut

MAGNUS FINANCIAL GROUP LLC

New York, NY 10016

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CRD#: 5552070

Professional summary

Sharon Hayut, CFP®, who also goes by Sharon Ehrlickman, is a registered financial advisor currently at MAGNUS FINANCIAL GROUP LLC located in New York, New York.

Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Sharon has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sharon Ehrlickman

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 Sharon Hayut'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

January 5, 2022 - Present

MAGNUS FINANCIAL GROUP LLC

Office #1: 90 Park Avenue Suite 1800, New York, NY 10016

RIA

CRD#: 289423

New York, NY

Past

December 26, 2021 - December 31, 2021

MAGNUS FINANCIAL GROUP LLC

RIA

CRD#: 289423

NEW YORK, NY

Past

February 22, 2010 - January 14, 2022

MORGAN STANLEY

RIA

CRD#: 149777

New York, NY

Past

June 1, 2009 - January 14, 2022

MORGAN STANLEY

CRD#: 149777

New York, NY

Past

July 3, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

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".

MAGNUS FINANCIAL GROUP LLC

CRD#: 289423 / SEC#: 801-111093

RIA

Registered Investment Advisory firm - (9/4/2017 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

New York
(1/5/2022)

IAR

Texas
(1/5/2022)

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: 7/21/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/15/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/6/2012

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/2/2008

General Securities Representative Examination

Current Firm

MAGNUS FINANCIAL GROUP LLC

CRD#: 289423 / SEC#: 801-111093

RIA

Registered Investment Advisory firm - (9/4/2017 Approved)

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Contact information

Main Address

90 Park Avenue Suite 1800, New York, NY 10016

Mailing Address

Phone number

(800) 339-1367

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAGNUS FINANCIAL GROUP LLC BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,313
AUM (Assets Under Management)	$ 1,945,865,246

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

Sharon Hayut

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Hayut's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAGNUS FINANCIAL GROUP LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

MAGNUS FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2008

Series 7TO

Date: 12/15/2022

SIE

Date: 10/1/2018

Series 31

Date: 7/6/2012

Series 7

Date: 7/2/2008

Current Firm

MAGNUS FINANCIAL GROUP LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAGNUS FINANCIAL GROUP LLC

TRUST BUT VERIFY

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