Ori Pagovich is a registered investment advisor, based in Great Neck, NY, with 26 years of industry experience.
Location
Great Neck, NY
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ori operates under the name Gotham Financial Services and is an independent insurance agent selling insurance products. Ori also works as a teacher in an after-school program, dedicating about 10-20% of their time to this role.
Employment History
Current Registrations
Chelsea Financial Services
January 2025 - Present · 1 yr 3 mos
Chelsea Financial ServicesBroker
January 2025 - Present · 1 yr 3 mos
Chelsea Advisory Services, INC
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2023 - December 2024 · 1 yr 1 mo
Osaic Wealth, INC.
November 2023 - December 2024 · 1 yr 1 mo
Fsc Securities Corporation
April 2021 - November 2023 · 2 yrs 7 mos
Fsc Securities CorporationBroker
December 2009 - November 2023 · 13 yrs 11 mos
Signator Investors, INC.Broker
September 2008 - November 2009 · 1 yr 2 mos
Metlife Securities INC.Broker
January 2007 - September 2008 · 1 yr 8 mos
Metropolitan Life Insurance CompanyBroker
January 2007 - July 2007 · 6 mos
MML Investors Services, INC.Broker
August 1999 - February 2007 · 7 yrs 6 mos
State Registrations3 states
CANJNY
AdvisorBrokerBoth
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.