Boris Mirvis, financial advisor Florham Park NJ
73 score

Boris Mirvis

CRD Number: 1193018
Current Firm: Jeffrey Matthews Wealth Management, LLC

Boris Mirvis (CRD# 1193018) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ and has over 30 years of experience in the finance industry.

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Sri Investing
Company Name Location Dates Years
Jeffrey Matthews Financial Group LLC Florham Park, NJ Aug 2017 - Current < 1
Rbc Capital Markets, LLC Parsippany, NJ Oct 2009 - Aug 2017 7
J. B. Hanauer & Company Parsippany, NJ Mar 1990 - Oct 2009 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
S65 NASAA Investment Advisors Law Examination Mar 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Boris A. Mirvis
Phone Number: 888-467-3636
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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