Yuri Kapilovich
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.
Yuri Kapilovich, who also goes by Uri Kapilovich, was a registered financial professional .
Yuri is a previously registered financial professional and started their career in finance in 2015. Yuri had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 20, 2015 - January 3, 2020
EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC
March 10, 2015 - October 22, 2015
ERNST & YOUNG INVESTMENT ADVISERS LLP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Current Firm
EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC
CRD#: 121863 / SEC#: 801-69518
Contact information
Regulatory assets under management
| Total Number of Accounts | 2,146 |
| AUM (Assets Under Management) | $ 1,345,466,172 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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