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AM

Asaf Markowitz

GUARDANT WEALTH ADVISORS
New York, NY
Some features on this profile are disabled
CRD#: 6763529
AM

Professional summary

Asaf Markowitz is a registered financial advisor currently at GUARDANT WEALTH ADVISORS located in New York, New York.

Asaf is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Asaf has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Asaf Markowitz's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 27, 2026 - Present

GUARDANT WEALTH ADVISORS

RIA
CRD#: 339708
New York, NY
Past

February 18, 2020 - October 2, 2020

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NEW YORK, NY
Past

June 12, 2017 - October 2, 2020

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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
New York
(2/27/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/12/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/19/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/12/2017
General Securities Representative Examination

Current Firm

GW
GUARDANT WEALTH ADVISORS
GUARDANT PARTNERS LLC | GUARDANT WEALTH ADVISORS

CRD#: 339708 / SEC#: 801-135000

RIA
Registered Investment Advisory firm - (1/5/2026 120-Day Approval)
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Contact information

Main Address
848 Brickell Avenue Suite Ph5, Miami, FL 33131
Mailing Address
Phone number
(305) 845-7511
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR GUARDANT PARTNERS LLC DBA GUARDANT WEALTH ADVISORS (1/14/2026)
0

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.

Company Information

GUARDANT WEALTH ADVISORS

CRD#: 339708New York, NY

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