Zachary J. Steindam

MAGEN FINANCIAL LLC

New York, NY 10036

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CRD#: 5809272

Professional summary

Zachary Joel Steindam, who also goes by Zachary Steindam, is a registered financial professional currently at MAGEN FINANCIAL LLC located in New York, New York.

Zachary is registered as a RR (Registered Representative) and started their career in finance in 2010. Zachary has worked at 4 firms and has passed the Series 63, SIE, Series 57, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Zachary Steindam

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) - BD

Click below to view Zachary Joel Steindam'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

December 22, 2021 - Present

MAGEN FINANCIAL LLC

Office #1: 1500 Broadway 25th Floor, New York, NY 10036

CRD#: 305174

New York, NY

Past

June 19, 2017 - June 10, 2021

SUNRISE BROKERS LLC

CRD#: 151012

NEW YORK, NY

Past

May 31, 2011 - June 14, 2017

WALLACHBETH CAPITAL LLC

CRD#: 147853

BOCA RATON, FL

Past

August 4, 2010 - February 24, 2011

MADISON PROPRIETARY TRADING GROUP, LLC

CRD#: 139818

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(12/22/2021)

Exams

State Security Law Exam

Series 63

Date: 12/22/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 57

Date: 1/30/2017

Securities Trader Exam

General Industry/Product Exam

Series 3

Date: 5/23/2013

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/3/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MAGEN FINANCIAL LLC

CRD#: 305174 / SEC#: , 8-70397

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

1500 Broadway 25th Floor, New York, NY 10036

Mailing Address

1500 Broadway 25th Floor, New York, NY 10036

Phone number

(212) 291-7702

Established

Delaware since 07/16/2019

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
HYBER HOLDINGS LLC	DIRECT OWNER
BARTHES, DAVY	CEO	5726005
BARTHES, JOHANN BRIAN ROBIN	PRESIDENT	5740524
TREARS, JOHN PATRICK	PARTNER COO/CFO/CCO	2837461

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Zachary J. Steindam

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Zachary Joel Steindam's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUNRISE BROKERS LLC

WALLACHBETH CAPITAL LLC

MADISON PROPRIETARY TRADING GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/22/2011

SIE

Date: 10/1/2018

Series 57

Date: 1/30/2017

Series 3

Date: 5/23/2013

Series 7

Date: 8/3/2010

FINRA

Current Firm

MAGEN FINANCIAL LLC

Contact information

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

MAGEN FINANCIAL LLC

TRUST BUT VERIFY

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