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Inactive

Ivo Nmn Kaufmann

Ssa Wealth Advisors

Zurich

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Current Employers
Ssa Wealth Advisors

Uraniastrasse 34 3Rd Floor, Zurich 8001 • Switzerland

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-15
  • TX RA
    APPROVED_RES
    Since 2026-05-15

Branch Locations

Uraniastrasse 34 3Rd Floor, Zurich 8001 • Switzerland

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Syz Swiss Advidor Ra Zurich 07/2012 Present
  • 07/2012 → Present
    Syz Swiss Advidor Ra
    Zurich
Previous Registrations
  • 2006-01-24 → 2012-07-02
    Credit Suisse Private Advisors Ag
    Zurich
    Zurich
    Zurich
    Zurich
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-27
S65 Uniform Investment Adviser Law Examination 2002-05-03
S63 Uniform Securities Agent State Law Examination 2001-07-24
  • S66 Uniform Combined State Law Examination
    2006-01-27
  • S65 Uniform Investment Adviser Law Examination
    2002-05-03
  • S63 Uniform Securities Agent State Law Examination
    2001-07-24
Other Names
  • Ivo Kaufman
  • Ivo Kaufmann

View on SEC IAPD

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