DA
Daniel Abramowitz
ORVIDA INVESTMENT ADVISORS
LAS VEGAS, NV
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CRD#: 7912697
DA
Professional summary
Daniel Abramowitz is a registered financial advisor currently at ORVIDA INVESTMENT ADVISORS located in Las Vegas, Nevada and WORLD EQUITY GROUP, INC. located in Schaumburg, Illinois.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Daniel has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE 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.
1.Millennium Commercial Properties; Not investment related; 3900 S Hualapai Way, Las Vegas, NV, 89147; Nature of OBA: Real Estate Brokerage in Nevada that brokers the purchase/sale of real property; Posn/Title: Broker-Salesperson; Start Date: 12/22/2022; Approx No of Hrs/Mth for OBA: 60 Hrs; Approx No of Hrs/Mth for OBA during trading Hrs: 60 Hrs; Duties: Agent of this Real Estate Brokerage in Nevada, and in that capacity I broker the purchase/sale of real property. 2. Orvida Real Estate Consulting, LLC; Not investment related; 8009 Nestled Vista Ave, Las Vegas, NV, 89128; Nature of OBA: Provides consulting services for real estate holdings; Posn/Title: Manager; Start Date: 03/11/24; Approx No of Hrs/Mth for OBA: 60 Hrs; Approx No of Hrs/Mth for OBA during trading Hrs: 60 Hrs; Duties: Provide consulting services for real estate holdings, not investment related. 3. Orvida Capital, LLC; Investment related; 8009 Nestled Vista Ave, Las Vegas, NV, 89128; Nature of OBA: Orvida Capital, LLC is a Nevada Master Series LLC which holds Orvida Series LLCs (ex: Orvida Investment Advisors; Orvida Real Estate Consulting). In other words, it's a holding company.; Posn/Title: Managing Member; Start Date: 06/24/22; Approx No of Hrs/Mth for OBA: 0 Hrs; Approx No of Hrs/Mth for OBA during trading Hrs: 0 Hrs; Duties: Manage the company. 4. Orvida Investment Advisors, LLC; Investment related; 8009 Nestled Vista Ave, Las Vegas, NV, 89128; Nature of OBA: Registered Investment Advisory Firm, registered in Nevada and California; Posn/Title: Manager; Start Date: 03/12/2024; Approx No of Hrs/Mth for OBA: 60 Hrs; Approx No of Hrs/Mth for OBA during trading Hrs: 60 Hrs; Duties: principal of the company, and also a IAR of the company.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Abramowitz'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
July 1, 2024 - Present
ORVIDA INVESTMENT ADVISORS
RIA
CRD#: 331037
LAS VEGAS, NV
Current
March 12, 2025 - Present
WORLD EQUITY GROUP, INC.
Office #1: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173RIA
BD
CRD#: 29087
Schaumburg, IL
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(9/5/2024)
RR
California(3/12/2025)
IAR
Nevada(7/1/2024)
RR
Nevada(3/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/11/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OI
ORVIDA INVESTMENT ADVISORS
ORVIDA | ORVIDA INVESTMENT ADVISORS, LLC | ORVIDA INVESTMENT ADVISORS
CRD#: 331037 / SEC#:
California
Registered Investment Advisory firm - (9/5/2024 Approved)Nevada
Registered Investment Advisory firm - (6/28/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Las Vegas, NV
Mailing Address
Phone number
(914) 523-8455
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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