TT
Tatiana Tsoir
INNOVATIVE PRIVATE WEALTH MANAGEMENT
Mount Kisco, NY
Some features on this profile are disabled
CRD#: 7331708
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Professional summary
Tatiana Tsoir, who also goes by Tatsiana Vayavudskaya, is a registered financial advisor currently at INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. located in Mount Kisco, New York.
Tatiana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Tatiana has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tatsiana Vayavudskaya
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.) THE BOLD METHOD INC - 10/1/2022 - 464 S Bedford Road, Mount Kisco, NY 10549 - Head coach, Group and individual business coaching, Not Invt Rel, Business coaching, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) BUSINESS IS PERSONAL INC - 8/1/2019 - 464 S Bedford Road, Mount Kisco, NY 10549 - Author, Write books and other content, Not Invt Rel, Entrepreneurship author, 4 hrs/mo; 4 hrs/mo (during trading hours). 3.) TATIANA TSOIR INC - 7/8/2020 - 464 S Bedford Road, Mount Kisco, NY 10549 - Creator of courses, Create content, Not Invt Rel, Educational/coaching business, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) STONYHILL ADVISORS - 8/15/2023 - 1266 E Main Street, Suite 700R, Stamford, CT 06902 - Individual M&A Consult, Not Invt Rel, Consulting business, 4 hrs/mo; 4 hrs/mo (during trading hours). 5.) INDEPENDENT INSURANCE AGENT/LINZA ADVISORS - 12/1/2012 - 487 E Main Street, Suite 283, Mount Kisco, NY 10549 - Independent insurance agent - When a client needs life insurance I use OWR to get it to the client, Not Invt Rel, Insurance business, 1 hr/mo; 0 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Tatiana Tsoir'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
April 16, 2024 - Present
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
RIA
CRD#: 324586
Mount Kisco, NY
Past
January 22, 2024 - April 12, 2024
TLG ADVISORS, INC.
RIA
CRD#: 111052
Mount Kisco, NY
Past
September 10, 2021 - February 16, 2023
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
RIA
CRD#: 316024
Mount Kisco, NY
Past
February 2, 2021 - October 4, 2021
FORTA FINANCIAL GROUP, INC.
RIA
CRD#: 28784
Mount Kisco, 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".
IP
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
BROADSTREET GLOBAL ADVISORS, INC. | INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. | INNOVATIVE INVESTMENT MANAGEMENT | BROADSTREET GLOBAL FINANCIAL ADVISORS, INC.
CRD#: 324586 / SEC#: 801-127387
RIA
Registered Investment Advisory firm - (2/27/2023 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
New York(4/16/2024)
Current Firm
IP
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
BROADSTREET GLOBAL ADVISORS, INC. | INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. | INNOVATIVE INVESTMENT MANAGEMENT | BROADSTREET GLOBAL FINANCIAL ADVISORS, INC.
CRD#: 324586 / SEC#: 801-127387
RIA
Registered Investment Advisory firm - (2/27/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
361 Route 202, Somers, NY 10589
Mailing Address
Phone number
(914) 427-8036
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 633 |
| AUM (Assets Under Management) | $ 118,258,916 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
