Ariel Tavor
Ariel Tavor is a registered investment advisor at Lions Financial Advisory, based in New York, NY, with 13 years of industry experience. Ariel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 16 clients with $390K 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 | 1.00% |
Fees are negotiable.
Fee Estimator
Location
45 Rockefeller Plaza, 20th Floor, New York, NY, 10036
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2017Other Business ActivitiesSells Insurance
Ariel is an agent at Empire Wealth Strategies and proprietor/owner of Lions Assurance Financial LLC, both life insurance brokerages, spending nearly full-time on each. He also has a 50% ownership in Hasmo Consulting, a technology and marketing consulting firm, dedicating about a quarter of his time.
Employment History
Current Registrations
Lions Financial Advisory
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
Nylife Securities LLCBroker
Signator Investors, INC.Broker
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.