Elie G. Barzilay

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CRD#: 5937471

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Elie Gabriel Barzilay, who also goes by Elio Barzilay, was a registered financial professional .

Elie is a previously registered financial professional and started their career in finance in 2011. Elie had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Elio Barzilay

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.

1) ARIF Elie Barzilay has been appointed to the Board of ARIF on 5th of May 2022. Information: https://arif.ch/en/ ARIF is a private non-profit association of public utility, whose purpose is to assist in the prevention of and the fight against money laundering in relation with the Swiss Federal Act on Combating Money Laundering and Terrorist Financing in the Financial Sector (MLA). ARIF is a self-regulatory organism (SRO) recognised by the Swiss Federal State according to Article 24 of the MLA. As unique multidisciplinary SRO based in the French speaking part of Switzerland, ARIF is independent from any professional association or political body. ARIF currently has more than 450 members and is open to any non-banking financial intermediary acting in Switzerland. 2) OSIF Elie Barzilay is member of the Surveillance Division of OSIF since 2022. Information: https://osif.ch/?lang=en OSIF, the Supervisory Body for Financial Institutes, carries out specific prudential supervision of asset managers and trustees.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 20, 2011 - April 3, 2024

HYPOSWISS ADVISORS SA

RIA

CRD#: 157400

GENEVA,

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".

HYPOSWISS ADVISORS SA

HYPOSWISS ADVISORS SA | MIRELIS ADVISORS S.A. | MIRELIS ADVISORS | HYPOSWISS GESTION DE PATRIMOINE

CRD#: 157400 / SEC#: 801-72529

RIA

Registered Investment Advisory firm - (7/12/2011 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

HYPOSWISS ADVISORS SA

HYPOSWISS ADVISORS SA | MIRELIS ADVISORS S.A. | MIRELIS ADVISORS | HYPOSWISS GESTION DE PATRIMOINE

CRD#: 157400 / SEC#: 801-72529

RIA

Registered Investment Advisory firm - (7/12/2011 Approved)

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Contact information

Main Address

Bd Du Theatre 10, Geneva 1204

Mailing Address

Phone number

+41 22 310 7640

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HYPOSWISS ADVISORS ADV FORM PART 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	183
AUM (Assets Under Management)	$ 597,077,569

Red Flags

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Elie G. Barzilay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HYPOSWISS ADVISORS SA

Primary Firm SEC Registration

HYPOSWISS ADVISORS SA

State Registrations and Notice Filings

Exams

Current Firm

HYPOSWISS ADVISORS SA

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HYPOSWISS ADVISORS SA

TRUST BUT VERIFY

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