Dov Lasry (CRD# 6391979) is an Investment Advisor Representative working at J. Safra Asset Management Corporation in Aventura, FL and has over 9 years of experience in the finance industry. Dov Lasry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J Safra Asset Management | Aventura, FL | Mar 2017 - Current | 7 |
| Hapoalim Securities Usa | Aventura, FL | Sep 2014 - Mar 2017 | 2 |
| Kcps Clarity | Tel Aviv, | Feb 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2014 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- FL
-
Total Assets Under Management3,678MILLIONS
-
Total Number of Accounts2,575ACCOUNTS
-
Average Account Value$1,428,453
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
CA, DE, FL, NJ, NY, TX
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