Neer Hodorov is a registered investment advisor at Magen Wealth Management, LLC, based in Miami, FL, with 16 years of industry experience. Neer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 26 clients with $81M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$80.8M
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Location
19790 West Dixie Highway 8th Floor, Suite 811, Miami, FL, 33180
Get directionsHistory
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 →Employment History
Current Registrations
Magen Wealth Management, LLC
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Insigneo Advisory Services, LLC
January 2018 - January 2019 · 1 yr
Insigneo Wealth Advisors, LLC
March 2015 - December 2018 · 3 yrs 9 mos
Insigneo Securities, LLCBroker
March 2015 - January 2019 · 3 yrs 10 mos
RBC Capital Markets, LLCBroker
July 2011 - April 2015 · 3 yrs 9 mos
RBC Capital Markets, LLC
July 2011 - April 2015 · 3 yrs 9 mos
Leumi Investment Services INC.
July 2010 - July 2011 · 1 yr
Leumi Investment Services INC.Broker
July 2010 - July 2011 · 1 yr
Oppenheimer & CO. INC.
October 2009 - July 2010 · 9 mos
Oppenheimer & CO. INC.Broker
August 2009 - July 2010 · 11 mos
State Registrations1 state
FL
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.