AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MP

Maksym Puzin

DIGITAL ASSETS INVESTMENT
Little Falls, NJ
Some features on this profile are disabled
CRD#: 7695702
MP

Professional summary

Maksym Puzin is a registered financial advisor currently at DIGITAL ASSETS INVESTMENT located in Little Falls, New Jersey.

Maksym is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Maksym has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
Litanin LLC, not investment related business, address: 196 woddcliff ave, Little Falls, NJ, 07424. The nature of the business: IT Consuling and Outsourcing. Position: owner. The start date of your relationship: 2017. The approximate number of hours/month you devote to the other business: 100. The number of hours you devote to the other business during securities trading hours: n/a. Describe your duties relating to the other business: Managing projects, managing tea and client relationships.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maksym Puzin'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

November 15, 2023 - Present

DIGITAL ASSETS INVESTMENT

RIA
CRD#: 325077
Little Falls, NJ

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".
DA
DIGITAL ASSETS INVESTMENT
DIGITAL ASSETS INVESTMENT | MAKSYM PUZIN | DIGITAL ASSETS INVESTMENT ADVISE

CRD#: 325077 / SEC#: 801-127430

RIA
Registered Investment Advisory firm - (4/27/2023 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 Jersey
(11/15/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/7/2023
Uniform Investment Adviser Law Examination

Current Firm

DA
DIGITAL ASSETS INVESTMENT
DIGITAL ASSETS INVESTMENT | MAKSYM PUZIN | DIGITAL ASSETS INVESTMENT ADVISE

CRD#: 325077 / SEC#: 801-127430

RIA
Registered Investment Advisory firm - (4/27/2023 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Little Falls, NJ
Mailing Address
Phone number
(917) 607-1136
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 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

ADV PART 2B (3/1/2025)
ADV PART 2 (3/1/2025)

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

DIGITAL ASSETS INVESTMENT

CRD#: 325077Little Falls, NJ

TRUST BUT VERIFY

Monitor Maksym Puzin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics