Yair Y Klyman

Current Employers

Employment History

• 08/2016 → 11/2019
  Integrated Financial Concepts Llc
  New York, NY
• 07/2016 → 11/2019
  Second Wind Llc
  Tenafly, NJ
• 10/2016 → 11/2019
  Equity Services, Inc.
  Montpelier, VT
• 11/2019 → 10/2024
  American Portfolios Financial
  Holbrook, NY
• 10/2024 → 06/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 06/2025 → Present
  The Partners Wealth Management
  Carmel-By-The-Sea, CA
• 06/2025 → Present
  The Leaders Group Inc
  Summit, NJ
• 06/2017 → Present
  Klyman Financial Llc
  New York, NY
• 02/2020 → Present
  Zucker Associates
  Great Neck, NY
• 08/2016 → Present
  Independent Insurance Agent
  New York, NY

Previous Registrations

• 2024-10-11 → 2025-06-11
  Osaic Wealth, Inc.
  New York, NY
  Scottsdale, AZ
• 2021-08-25 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1.) ZUCKER ASSOCIATES - 12/30/2020 - 101 Hampshire Road, Great Neck, NY 11021 -President, PFL & DBL Sales, Not Invt Rel, Insurance sales, 2 hrs/mo; 2 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 8/1/2016 - 675 3rd Avenue, Suite 920A, New York, NY 10017 - Insurance Salesman, Insurance sales, Not Invt Rel, Insurance sales business, 10 hrs/mo; 10hrs/mo (during trading hours). 3.) KLYMAN FINANCIAL LLC - 6/8/2017 - 675 3rd Avenue, Suite 920A, New York, NY 10017 - President, Financial Advisor, Invt Rel, Financial services, 25hrs/mo; 25 hrs/mo (during trading hours). 4.) THE PARTNERS WEALTH MANAGEMENT - 6/9/2025 - Northwest corner Ocean Avenue and Mission Street, Second Level, Carmel-By-The-Sea, CA 93921 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-20
• S63 Uniform Securities Agent State Law Examination
  2017-09-05