Samuel Gurvitch
Samuel Gurvitch is a registered investment advisor at Oxinas Partners Wealth Management, based in Irvington, NY, with 23 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 754 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.40% |
Investment advisory fees range up to 2.40% annually based on factors including portfolio size, service complexity, and account restrictions. Fees may be negotiable.
Fee Estimator
Location
90 N. Broadway, Suite 213, Irvington, NY, 10533
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2018Regulatory
September 2016Other Business ActivitiesSells Insurance
Samuel is a licensed insurance agent, dedicating a few hours per week to insurance sales. He also owns a real estate property services firm, is a general partner and managing member of Masana Growth Group, a limited member of Spigurose, and the owner of SDG Asset Management Group, LLC, spending nearly full-time on management, administration, and wealth management services.
Employment History
Current Registrations
Oxinas Partners Wealth Management
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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
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