YK
Yair Y. Klyman
THEPARTNERS WEALTH MANAGEMENT
New York, NY 10017
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CRD#: 6505002
YK
Professional summary
Yair Y Klyman is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in New York, New York and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Yair is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Yair has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 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.) ZUCKER ASSOCIATES - 12/30/2020 - 101 Hampshire Road, Great Neck, NY 11021 -President, PFL & DBL Sales, Not Invt Rel, Insurance sales, 2 hrs/mo; 2 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 8/1/2016 - 675 3rd Avenue, Suite 920A, New York, NY 10017 - Insurance Salesman, Insurance sales, Not Invt Rel, Insurance sales business, 10 hrs/mo; 10hrs/mo (during trading hours). 3.) KLYMAN FINANCIAL LLC - 6/8/2017 - 675 3rd Avenue, Suite 920A, New York, NY 10017 - President, Financial Advisor, Invt Rel, Financial services, 25hrs/mo; 25 hrs/mo (during trading hours). 4.) THE PARTNERS WEALTH MANAGEMENT - 6/9/2025 - Northwest corner Ocean Avenue and Mission Street, Second Level, Carmel-By-The-Sea, CA 93921 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Yair Y Klyman'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
June 9, 2025 - Present
THEPARTNERS WEALTH MANAGEMENT
Office #1: 675 3rd Ave Suite 920a, New York, NY 10017RIA
CRD#: 314816
New York, NY
Current
June 10, 2025 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
October 11, 2024 - June 11, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
New York, NY
Past
October 11, 2024 - June 11, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
New York, NY
Past
August 25, 2021 - October 11, 2024
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
November 1, 2019 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
New York, NY
Past
February 13, 2017 - November 1, 2019
EQUITY SERVICES, INC.
BD
CRD#: 265
NEW YORK, NY
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".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Massachusetts(6/10/2025)
RR
New Jersey(6/10/2025)
IAR
New Jersey(6/10/2025)
IAR
New York(6/9/2025)
RR
New York(6/10/2025)
RR
Pennsylvania(11/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
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Contact information
Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,304 |
| AUM (Assets Under Management) | $ 454,537,144 |
Red Flags
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.
