Iva Klisanin
Professional Summary
Iva Klisanin is a registered financial advisor currently at THREADMARK LP located in New York, New York. Iva is registered as a RR (Registered Representative) and started their career in finance in 2016. Iva has worked at 3 firms and has passed the Series 63, Series 7TO, Series 79TO, SIE and Series 79 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.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
THREADMARK LP
Contact Information
Main Address
300 Park Avenue 2nd Floor, New York, NY 10022Mailing Address
300 Park Avenue 2nd Floor, New York, NY 10022Phone Number
(917) 397-2301Established
Delaware since 04/22/2014Firm Type
Other Types of Legal FormationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (8 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(10/5/2026)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Dec 2022About the Series 79TO examSeries 79 — Investment Banking Registered Representative Examination
Passed Feb 2016About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Iva Klisanin's CRS (Customer Relationship Summary).
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