Yaakov Ringler
Yaakov Ringler is a registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
320 Park Avenue, Fl 9, New York, NY, 10022
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2019Employment Separation After Allegations
June 2019Other Business Activities
Yaakov is the owner/proprietor of EdenAdie LLC, which holds rental properties, and spends minimal time on it. He is also a partner in MRL Anthropic LLC, dedicating minimal time to that business as well.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Litvak Wealth, LLC
Morgan Stanley
Morgan StanleyBroker
Goldman, Sachs & CO.Broker
State Registrations22 states
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.