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.

Similar Advisors
Danna Jacobs, financial advisor New York NY
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Nat Prentice, financial advisor New York NY
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Similar Advisors
Michael Cocco, financial advisor New York NY
Michael S. Cocco
CRD# 4936830
Axa Advisors, LLC
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:
Registered State(s):
  • CA
  • FL
  • IL
  • NJ
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.