Ariel Amihud Tavor

Employer firm

Lions Financial Advisory CRD 309032

$571.0K regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 05/2015 → Present
  Lions Assurance Financial, Llc
  New York, NY
• 04/2016 → 04/2017
  Hornor Townsend & Kent Inc
  Horsham, PA
• 04/2016 → 04/2017
  Penn Mutual
  New York, NY
• 04/2017 → Present
  Lions Financial
  New York, NY

Other Businesses

1) CONSULTING | INVESTMENT RELATED - NO | DBA NAME: HASMO CONSULTING | POSITION HELD: OFFICER | ADDRESS: 144-22 76TH ROAD, FLUSHING, NY 11367 | START DT: 1/1/2013 | NATURE OF ACTIVITY: RETAIL SALES | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: 50% OWNERSHIP OF TECHNOLOGY & MARKETING CONSULTING. 2) YOUNG ISRAEL OF QUEENS VALLEY | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER/TREASURER| ADDRESS: 141-55 77th AVE FLUSHING NY 11367 | START DATE: 2012-09-01 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION- | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: COORDINATE MEETINGS. 3) CORPORATE DIRECTOR & BOARD MEMBER FRENCHWAY TRAVEL | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER- | ADDRESS: 11 WEST 25 STREET NEW YORK NY 10010 | START DATE: 2012-09-01 | NATURE OF ACTIVITY: RETAIL SALES- | APPROX HRS PER MTH: LESS THAN 10 HOURS | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: TRAVEL CONSULTANT. 4) TAVOR ASSET MANAGEMENT TRUST; IS THE BUSINESS INVESTMENT RELATED: YES; LOCATION OF THE BUSINESS: 144-40 69TH AVENUE FLUSHING NY 11367; DESCRIPTION OF THE BUSINESS: MR. TAVOR'S PARENTS FAMILY TRUST. MR. TAVOR SUPPORTS THE INVESTMENT OPERATIONS. THE TYPE OF INVESTMENTS INCLUDE - LIMITED PARTNERSHIP INVESTMENTS IN VENTURE CAPITAL, PRIVATE EQUITY, AND REIT'S; POSITION TITLE: TRUSTEE; RESPONSIBILITIES DUTIES: MANAGEMENT OF INVESTMENTS -; START DATE WITH BUSINESS: 2010-11-30; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 20; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 30; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 25; 5) LIONS CAPITAL; IS THE BUSINESS INVESTMENT RELATED: YES; LOCATION OF THE BUSINESS:45 ROCKEFELLER PLAZA 20TH FLOOR NEW YORK NY 10020; DESCRIPTION OF THE BUSINESS: LIONS FINANCIAL IS AN INDEPENDENT BUSINESS ADVISORY FIRM SPECIALIZING IN DELIVERING COMPREHENSIVE STRATEGIC CONSULTING, RISK MANAGEMENT, AND CAPITAL SOLUTIONS; POSITION TITLE: MANAGING DIRECTOR; RESPONSIBILITIES DUTIES: ARIEL TAVOR LEADS STRATEGY, CLIENT ADVISORY, CAPITAL MANAGEMENT, AND CONSULTING, START DATE WITH BUSINESS: 2016-01-06; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 50; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 150; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 20,WEBSITE ADDRESS OF THE ORGANISATION: https://lions.finan

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-04
• S63 Uniform Securities Agent State Law Examination
  2008-11-11

Other Names

• Ariel A Tavor