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Employer firm

Magnus Financial Group LLC CRD 289423

$2.33B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Magnus Financial Group Llc

90 Park Avenue Suite 1800, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-08
  • NY RA
    APPROVED
    Since 2025-07-08

Branch Locations

90 Park Avenue Suite 1800, New York, NY 10016 • United States

157 Columbus Avenue 5Th Floor, New York, NY 10023 • United States

Seymour Asset Management Llc

157 Columbus Avenue 4Th Floor, Suite 406, New York, NY 10023 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-02-27
CA RA APPROVED 2024-02-26
SC RA APPROVED 2024-02-26
NJ RA APPROVED 2022-08-30
NM RA APPROVED 2022-08-11
TX RA APPROVED_RES 2022-08-11
NY RA APPROVED 2021-11-04
CT RA APPROVED 2021-05-12
  • PA RA
    APPROVED
    Since 2024-02-27
  • CA RA
    APPROVED
    Since 2024-02-26
  • SC RA
    APPROVED
    Since 2024-02-26
  • NJ RA
    APPROVED
    Since 2022-08-30
  • NM RA
    APPROVED
    Since 2022-08-11
  • TX RA
    APPROVED_RES
    Since 2022-08-11
  • NY RA
    APPROVED
    Since 2021-11-04
  • CT RA
    APPROVED
    Since 2021-05-12

Branch Locations

157 Columbus Avenue 4Th Floor, Suite 406, New York, NY 10023 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Triogem Asset Management New York NY 03/2008 09/2017
Seymour Asset Management Llc New York NY 12/2017 Present
Magnus Financial Group Llc New York NY 05/2025 Present
Previous Registrations
Other Businesses

1) Cheech and Chong Global; Not investment-related; Danville, CA. 94506; Consumer products company; Board Member; Advise company on industry matter, hold stock option in company; Less than 5% of time per month. 2) Timothy Seymour is dually registered as an Investment Advisor Representative ("IAR") with Magnus Financial Group LLC ("Magnus") and Seymour Asset Management LLC ("Seymour"). Magnus and Seymour are not affiliated entities, and Mr. Seymour does not recommend the services of Magnus to clients of Seymour. Mr. Seymour spends approximately 75% of his time per month as an IAR of Magnus, with the balance as an IAR of Seymour.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-08
S63 Uniform Securities Agent State Law Examination 2016-12-01
  • S65 Uniform Investment Adviser Law Examination
    2025-07-08
  • S63 Uniform Securities Agent State Law Examination
    2016-12-01
Other Names
  • Timothy Joseph Seymour

View on SEC IAPD

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