Yaakov Ari Ringler

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 07/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2019 → 03/2020
  Litvak Wealth, Llc
  Norwalk, CT
• 03/2020 → 12/2021
  Citigroup
  New York, NY
• 12/2021 → Present
  Raymond James And Associates, Inc.
  New York, NY
• 08/2010 → 07/2019
  Morgan Stanley Smith Barney
  New York, NY

Previous Registrations

• 2020-04-16 → 2021-12-03
  Citigroup Global Markets Inc.
  Jacksonville, FL
  New York, NY
  New York, NY
• 2019-09-13 → 2020-04-09
  Litvak Wealth, Llc
  Norwalk, CT
• 2010-09-14 → 2019-07-05
  Morgan Stanley
  New York, NY
  New York, NY
  New York, NY

Other Businesses

(1)Name of Business: Address: 32 woodhollow rd, roslyn heights, NY, 11577, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/26/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Daughter opening small online clothing business - she will be CEO, I will be owner (2)Name of Business: Decart Levin YY, LLC Address: 32 Woodhollow Rd, Roslyn, NY, 11577, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 09/04/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investor (3)Name of Business: EdenAdie LLC Address: 32 Woodhollow Rd, Roslyn, NY, 11577, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/19/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC which will hold a rental property (4)Name of Business: EdenAdie LLC Address: 32 Woodhollow Rd, Roslyn , NY, 11577, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/25/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Have purchased 2 condos in same building - address is 1300 S. Miami Ave, Unit 1809 + Unit 4011, Miami , FL 33130. These units are held in our name, not the LLC.\n\nEdenAdie LLC will only hold 210 lafayette st, apt 7e, new york, NY (5)Name of Business: MRL Anthropic LLC Address: 32 woodhollow rd, Roslyn Heights, NY, 11577, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 01/06/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: co-owner of LLC along with:\nyonatan marom - 45%\ndaniel leibovitch - 10%\nnyself - 45%

Exams

• S66 Uniform Combined State Law Examination
  2010-12-23

Other Names

• Yaakov A. Ringler