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Rabin Kaydanian

Thepartners Wealth Management
27 Years of Experience
Great Neck, NY
1 DisclosureSells Insurance
View SEC Summary
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Rabin Kaydanian is a registered investment advisor at Thepartners Wealth Management, based in Great Neck, NY, with 27 years of industry experience. Rabin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,212 clients with $1.2B in assets under management.

Thepartners Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
6,212 clients
Average Client Portfolio
$191K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.99%

Maximum annual advisory fee of up to 2.99%, plus a platform fee of up to 0.25% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

574 Middle Neck Road, Great Neck, NY, 11023

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History

Regulatory History (1)
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Customer Dispute
May 2000
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Rabin is an investment advisor representative with American Portfolios Advisors, Inc., dedicating full-time hours to this role. He also works with PPS Advisors, Inc. selling insurance and fixed annuities, dedicating a few hours per week.

Employment History
Current Registrations
Thepartners Wealth Management
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Osaic Advisory Services, LLC
October 2024 - September 2025 · 11 mos
Osaic Wealth, INC.Broker
October 2024 - September 2025 · 11 mos
Osaic Wealth, INC.
October 2024 - October 2024 · 0 mos
American Portfolios Advisors, INC
January 2018 - October 2024 · 6 yrs 9 mos
Professional Planning Services
December 2016 - March 2018 · 1 yr 3 mos
Professional Planning Services
October 2012 - December 2016 · 4 yrs 2 mos
American Portfolios Financial Services, INC.Broker
May 2011 - October 2024 · 13 yrs 5 mos
Ladenburg Thalmann Asset Management INC
June 2004 - June 2011 · 7 yrs
Ladenburg Thalmann & CO. INC.Broker
November 2002 - June 2011 · 8 yrs 7 mos
Ladenburg Capital Management INC.Broker
May 1999 - November 2002 · 3 yrs 6 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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