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Iakov Pevzner

Gotham Block, LLC

New York, NY

CRD 2760988

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Employer firm

Gotham Block, LLC CRD 290005

3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars
  • TAX PREPARATION SERVICES

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

Current Employers
Gotham Block, Llc

99 Wall Street Suite 439, New York, NY 10005 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-02
  • NY RA
    APPROVED
    Since 2021-02-02

Branch Locations

99 Wall Street Suite 439, New York, NY 10005 • United States

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
Gotham Block, Llc New York NY 04/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-25
S63 Uniform Securities Agent State Law Examination 1996-12-11
  • S65 Uniform Investment Adviser Law Examination
    2018-01-25
  • S63 Uniform Securities Agent State Law Examination
    1996-12-11
Designations
  • Certified Financial Planner
Other Names
  • Iakov Pevzner

View on SEC IAPD

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