Seymour Zises (CRD# 816096) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 41 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Family Management Securities, LLC | New York, NY | Oct 1997 - Current | 26 |
| Family Management Corp. | New York, NY | Aug 1989 - Current | 34 |
| Forest Hill Capital Corp. | New York, NY | Aug 1989 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1982 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- FL
- NY
- TX
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Total Assets Under Management3,607MILLIONS
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Total Number of Accounts2,911ACCOUNTS
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Average Account Value$1,239,028
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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