Yony Shemesh
Professional Summary
Yony Shemesh is a registered financial advisor currently at OSCAR GRUSS & SON INCORPORATED. Yony is registered as a RR (Registered Representative) and started their career in finance in 2013. Yony has worked at 1 firm and has passed the SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
EAGLE STRATEGIES LLC
EDWARD JONES
BIRCHBROOK
LEGACY PATH ADVISORS LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EAGLE STRATEGIES LLC
EDWARD JONES
BIRCHBROOK
LEGACY PATH ADVISORS LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EAGLE STRATEGIES LLC
EDWARD JONES
BIRCHBROOK
LEGACY PATH ADVISORS LLC
Disclosures on record.
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.
Similar Advisors
EAGLE STRATEGIES LLC
EDWARD JONES
BIRCHBROOK
LEGACY PATH ADVISORS LLC
Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
EAGLE STRATEGIES LLC
EDWARD JONES
BIRCHBROOK
LEGACY PATH ADVISORS LLC
Current Firm
CHURCHILL CAPITAL NY | OSCAR GRUSS & SON, INCORPORATED | OSCAR GRUSS & SON INCORPORATED | MAKOR OG NY
Contact Information
Main Address
10 East 53rd Street 17th Floor, New York, NY 10022Mailing Address
10 East 53rd Street 17th Floor, New York, NY 10022Phone Number
(212) 419-4000Established
New York since 10/03/1977Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
26Arbitration
5Judgment/Lien
13Similar Advisors
EAGLE STRATEGIES LLC
EDWARD JONES
BIRCHBROOK
LEGACY PATH ADVISORS LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
EAGLE STRATEGIES LLC
EDWARD JONES
BIRCHBROOK
LEGACY PATH ADVISORS LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
Similar Advisors
EAGLE STRATEGIES LLC
EDWARD JONES
BIRCHBROOK
LEGACY PATH ADVISORS LLC
CRS (Client Relationship Summary) - BD
Click below to view Yony Shemesh's CRS (Customer Relationship Summary).
Similar Advisors
EAGLE STRATEGIES LLC
EDWARD JONES
BIRCHBROOK
LEGACY PATH ADVISORS LLC