George Loucas

NYM ADVISORS

RIVER VALE, NJ 07675

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CRD#: 5871436

Professional summary

George Loucas is a registered financial advisor currently at NYM ADVISORS, LLC located in River Vale, New Jersey.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. George has worked at 2 firms and has passed the Series 7 exam.

At a Glance

Always Fiduciary

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.

KAPLAN,PLAVIN AND STEINHARDT, LLC; INVESTMENT RELATED; MONTVALE, NJ; CPA FIRM; PARTNER; START 01/2019; 160 HOURS PER MONTH; 120 HOURS PER MONTH DURING SECURITIES TRADING; ACCOUNTING SERVICES. KPS FINANCIAL SERVICES; NOT INVESTMENT RELATED; RIVER VALE, NJ; PARTNER; START 07/2011; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING; RECEIVES COMMISSIONS FROM INSURANCE REFERRALS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Loucas'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

July 31, 2026 - Present

NYM ADVISORS, LLC

Office #1: 193 Graney Drive, River Vale, NJ 07675

RIA

CRD#: 335046

RIVER VALE, NJ

Past

February 8, 2011 - November 25, 2013

OSAIC FA, INC.

RIA

CRD#: 3978

MONTVALE, NJ

Past

January 3, 2011 - November 25, 2013

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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 Jersey
(7/31/2026)

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

General Industry/Product Exam

Series 7

Date: 12/29/2010

General Securities Representative Examination

Current Firm

NYM ADVISORS, LLC

CRD#: 335046 / SEC#:

New Jersey

Registered Investment Advisory firm - (7/31/2026 Approved)

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Contact information

Main Address

193 Graney Drive, River Vale, NJ 07675

Mailing Address

Phone number

(201) 615-2954

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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George Loucas

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Loucas's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYM ADVISORS, LLC

OSAIC FA, INC.

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 12/29/2010

Current Firm

NYM ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

NYM ADVISORS, LLC

TRUST BUT VERIFY

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