Guy Magen, financial advisor New York NY
90 score

Guy Magen

CRD Number: 5883912
Current Firm: Leumi Investment Services Inc.

Guy Magen (CRD# 5883912) is an Investment Advisor Representative working at Leumi Investment Services Inc. in New York, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Leumi Investment Services Inc. New York, NY Jun 2015 - Jun 2015 < 1
Morgan Stanley Smith Barney Westchester, NY Apr 2010 - Jun 2015 5
Michael Page Int'l New York, NY May 2008 - Jun 2011 3
Columbia University New York, NY May 2005 - Sep 2008 3
Thor Optima Fund New York, NY Sep 2007 - Dec 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Guy Magen
Phone Number: 212-407-4353
Firm Website: http://www.leumiusa.com
Registered State(s):
  • CA
  • FL
  • IL
  • NJ
  • OH
By the Numbers
  • Total Assets Under Management
    43
    MILLIONS
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $772,727
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, NJ, NY, OH

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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