Yair Klyman is a registered investment advisor, based in New York, NY, with 9 years of industry experience.
Location
675 3rd ave suite 920a, New York, NY, 10017
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Regulatory History
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
Yair is a sales agent for National Life Insurance Company and Integrated Financial Concepts, LLC, focusing on insurance sales, dedicating about a quarter of his time. He also has several real estate investments and is a managing partner with Zucker Associates, which has a life insurance book.
Employment History
Current Registrations
The Leaders Group, INC.Broker
The Leaders Group, INC.
Thepartners Wealth Management
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Equity Services, INC.Broker
State Registrations4 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.