Gail R. Wiesenfeld

NARDIS ADVISORS LLC

NEW ROCHELLE, NY

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CRD#: 872894

Professional summary

Gail Raiman Wiesenfeld, who also goes by Gail Marcia Raiman, Gail Marcia Wiesenfeld, is a registered financial advisor currently at NARDIS ADVISORS LLC located in New Rochelle, New York.

Gail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Gail has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gail Marcia Raiman | Gail Marcia Wiesenfeld

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 Gail Raiman Wiesenfeld'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 30, 2015 - Present

NARDIS ADVISORS LLC

RIA

CRD#: 151517

NEW ROCHELLE, 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".

NARDIS ADVISORS LLC

CRD#: 151517 / SEC#: 801-106867

RIA

Registered Investment Advisory firm - (11/5/2015 Approved)

New York

Registered Investment Advisory firm - (11/10/2015 Terminated)

Texas

Registered Investment Advisory firm - (11/10/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(8/31/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NARDIS ADVISORS LLC

CRD#: 151517 / SEC#: 801-106867

RIA

Registered Investment Advisory firm - (11/5/2015 Approved)

New York

Registered Investment Advisory firm - (11/10/2015 Terminated)

Texas

Registered Investment Advisory firm - (11/10/2015 Terminated)

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Contact information

Main Address

Zichron Yaakov

Mailing Address

2 Overhill Road Suite 400, Scarsdale, NY 10583

Phone number

(914) 997-0403

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NARDIS ADVISORS PART 2A BROCHURE (9/4/2025)

Regulatory assets under management

Total Number of Accounts	338
AUM (Assets Under Management)	$ 140,627,668

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.

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Gail R. Wiesenfeld

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gail Raiman Wiesenfeld's CRS (Customer Relationship Summary).

Certified licenses

Experience

NARDIS ADVISORS LLC

Primary Firm SEC Registration

NARDIS ADVISORS LLC

State Registrations and Notice Filings

Exams

Current Firm

NARDIS ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NARDIS ADVISORS LLC

TRUST BUT VERIFY

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