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IM

Itay Maymon

CLAVIS CAPITAL MANAGEMENT
ENGLEWOOD CLIFFS, NJ 07632
Some features on this profile are disabled
CRD#: 7963854
IM

Professional summary

Itay Maymon is a registered financial advisor currently at CLAVIS CAPITAL MANAGEMENT, LLC located in Englewood Cliffs, New Jersey.

Itay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Itay has worked at 2 firms and has passed the Series 65, Series 3 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 Itay Maymon'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®
None

Experience

Current

April 21, 2025 - Present

CLAVIS CAPITAL MANAGEMENT, LLC

Office #1: 560 Sylvan Avenue, Englewood Cliffs, NJ 07632
RIA
CRD#: 332545
ENGLEWOOD CLIFFS, NJ
Past

May 9, 2006 - March 7, 2008

G-2 TRADING,LLC

BD
CRD#: 44018
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 Jersey
(4/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/11/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 7/21/2025
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/1/2002
General Securities Representative Examination

Current Firm

CC
CLAVIS CAPITAL MANAGEMENT, LLC
CLAVIS CAPITAL MANAGEMENT LLC | CLAVIS CAPITAL MANAGEMENT, LLC

CRD#: 332545 / SEC#:

New Jersey
Registered Investment Advisory firm - (4/21/2025 Approved)
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Contact information

Main Address
560 Sylvan Avenue, Englewood Cliffs, NJ 07632
Mailing Address
Phone number
(201) 377-2050
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts7
AUM (Assets Under Management)$ 11,519,324

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

CLAVIS CAPITAL MANAGEMENT, LLC

CRD#: 332545Englewood Cliffs, NJ 07632

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