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IG

Ilir Gjoni

CAPITAL PRESERVATION PARTNERS
Bronxville, NY 10708-3703
Some features on this profile are disabled
CRD#: 6765216
IG

Professional summary

Ilir Gjoni, CFP®, who also goes by Ilir Leo Gjoni, is a registered financial advisor currently at CAPITAL PRESERVATION PARTNERS, INC. located in Bronxville, New York.

Ilir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ilir has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ilir Leo Gjoni

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.
Alphabet Realty, LTD. NO 55 Pondfield Road Bronxville New York 10708 Real Estate Brokerage Broker Owner 12/2019 2 0 Use the brokerage firm for research in the real estate market

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ilir Gjoni'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

March 23, 2023 - Present

CAPITAL PRESERVATION PARTNERS, INC.

Office #1: 55 Pondfield Road, Bronxville, NY 10708-3703
RIA
CRD#: 126340
Bronxville, 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".
CP
CAPITAL PRESERVATION PARTNERS, INC.
CAPITAL PRESERVATION PARTNERS INC. | CAPITAL PRESERVATION PARTNERS, INC.

CRD#: 126340 / SEC#: 801-69807

RIA
Registered Investment Advisory firm - (1/2/2009 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.

Highlighted states indicate IAR registrations

IAR
California
(3/23/2023)
IAR
New York
(3/23/2023)
IAR
Texas
(3/23/2023)

Exams

Current Firm

CP
CAPITAL PRESERVATION PARTNERS, INC.
CAPITAL PRESERVATION PARTNERS INC. | CAPITAL PRESERVATION PARTNERS, INC.

CRD#: 126340 / SEC#: 801-69807

RIA
Registered Investment Advisory firm - (1/2/2009 Approved)
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Contact information

Main Address
55 Pondfield Road, Bronxville, NY 10708-3703
Mailing Address
Phone number
(914) 337-2272
Established
Firm type
Fiscal year end
# of Employees
3

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

FIRM BROCHURE (3/26/2025)
WEBSITE (3/26/2025)

Regulatory assets under management

Total Number of Accounts672
AUM (Assets Under Management)$ 194,742,020

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

CAPITAL PRESERVATION PARTNERS, INC.

CRD#: 126340Bronxville, NY 10708-3703

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