IR
Ilya Roytman
THRIVE CAPITAL MANAGEMENT
San Antonio, FL
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CRD#: 6117737
IR
Professional summary
Ilya Roytman is a registered financial advisor currently at THRIVE CAPITAL MANAGEMENT, LLC located in San Antonio, Florida.
Ilya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ilya has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
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.
1) AKSALA WEALTH ADVISORS LLC POSITION: Director of Wealth Management NATURE: Aksala provides fee only fiduciary wealth management services with a focus on goals based planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 158 SECURITIES TRADING HOURS: 128 START DATE: 10/28/2024 ADDRESS: 6260 Lake Osprey Dr, Lakewood Ranch FL 34240 DESCRIPTION: I make the initial outreach to prospective new clients, schedule introductory meetings, from there gather information and statements and schedule managed money meetings to get a good understanding of their risk tolerance and managed money needs. I wrap that up with a letter of commitment/engagement and schedule warm intros to both operations/onboarding and service/advisors. 2) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Insurance Agent NATURE: Avantax Insurance entity for selling approved insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/04/2024 ADDRESS: 6260 Lake Osprey Dr, Lakewood Ranch FL 34240 DESCRIPTION: Speak with prospective clients about their current insurance products and suggest potential changes as needed in line with their goals and objectives.
CRS (Client Relationship Summary) - RIA
Click below to view Ilya Roytman'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®
NoneExperience
Current
October 15, 2025 - Present
THRIVE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 281347
San Antonio, FL
Past
November 19, 2024 - August 12, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Lakewood Ranch, FL
Past
November 6, 2024 - August 12, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Lakewood Ranch, FL
Past
October 31, 2023 - September 30, 2024
TRAJAN WEALTH, L.L.C.
RIA
CRD#: 158847
TAMPA, FL
Past
December 6, 2022 - October 20, 2023
MORGAN STANLEY
BD
CRD#: 149777
Temple Terrace, FL
Past
November 17, 2022 - October 20, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Temple Terrace, FL
Past
January 8, 2013 - February 7, 2022
FISHER INVESTMENTS
RIA
CRD#: 107342
SAN MATEO, CA
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".
TC
THRIVE CAPITAL MANAGEMENT, LLC
OPTIMAL WEALTH SERVICES | THRIVE CAPITAL MANAGEMENT, LLC
CRD#: 281347 / SEC#: 801-119936
RIA
Registered Investment Advisory firm - (12/7/2020 Approved)Florida
Registered Investment Advisory firm - (12/10/2020 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/11/2020 Terminated)Texas
Registered Investment Advisory firm - (12/10/2020 Terminated)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
Florida(10/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/6/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
TC
THRIVE CAPITAL MANAGEMENT, LLC
OPTIMAL WEALTH SERVICES | THRIVE CAPITAL MANAGEMENT, LLC
CRD#: 281347 / SEC#: 801-119936
RIA
Registered Investment Advisory firm - (12/7/2020 Approved)Florida
Registered Investment Advisory firm - (12/10/2020 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/11/2020 Terminated)Texas
Registered Investment Advisory firm - (12/10/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 W Office Center Drive Suite 300, Fort Washington, PA 19034
Mailing Address
Phone number
(800) 516-5861
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,494 |
| AUM (Assets Under Management) | $ 397,680,145 |
Red Flags
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