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Magnus Financial Group LLC CRD 289423
$2.33B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
90 Park Avenue Suite 1800, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-06 |
| NY | RA | APPROVED | 2022-01-05 |
Branch Locations
90 Park Avenue Suite 1800, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Commack | NY | 01/1999 | 09/2017 |
| Magnus Financial Group Llc | New York | NY | 09/2017 | Present |
Independent insurance agent, 11/1998, approximately 5 hours per month; non-investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-16 |
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