Yonatan Reiss Marom

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2013 → 12/2021
  Citigroup
  Ny, NY
• 12/2021 → Present
  Raymond James And Associates, Inc.
  New York, NY

Previous Registrations

• 2013-10-30 → 2021-12-03
  Citigroup Global Markets Inc.
  New York, NY
  Long Island City, NY
  New York, NY
  New York, NY
  New York, NY
  Fort Lee, NJ
  Jacksonville, FL
• 2012-03-02 → 2013-10-23
  Wells Fargo Clearing Services, Llc
  Fort Lee, NJ
  Tenafly, NJ
  Summit, NJ
  Tenafly, NJ
  Summit, NJ
  Fort Lee, NJ
  Teaneck, NJ

Other Businesses

(1) Name of Business: Address: 463 greenwich street apt 3, new york, NY, 10013, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Buying a rental apartment unit (2) Name of Business: 242 W 4th, LLC Address: 462 Greenwich Street Apt 3, New York, NY, 10013, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 02/13/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: collect rent and pay expenses (3) Name of Business: 242 W 4 Apt 4A LLC Address: 242 West 4th Street, New York , NY, 10013, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/25/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: collecting rent and paying the mortgage and maintenance (4) Name of Business: 242 W 4th, LLC Address: 462 Greenwich Street Apt 3, New York, NY, 10013, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 02/20/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5) Name of Business: AL Lake House Address: 462 Greenwich street apt 3, new york, NY, 10013, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 08/31/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: managing the bank account (6) Name of Business: AL Lake House, LLC Address: 462 Greenwich street apt 3, new york , NY, 10013, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 06/30/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage checking account for the rental property (7) Name of Business: Decart Levin YY, LLC Address: 462 Greenwich Street Apt 3, New York, NY, 10013, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/08/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none (8) Name of Business: MRL Anthropic LLC Address: 462 greenwich street apt 3, new york, NY, 10013, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 01/08/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: making investments for the entity (9) Name of Business: NY Laser Outlet Address: 462 Greenwich Street Apt 3, New York, NY, 10013, United States Activity Type: Business Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 10/15/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: manage bank account for the business (10) Name of Business: Suites By NYLO Address: 462 Greenwich Street Apt 3, new york, NY, 10013, United States Activity Type: Business Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 06/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: managing the payments from the bank account. my brother is also a signer

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-01
• S63 Uniform Securities Agent State Law Examination
  2010-06-16

Other Names

• Yoni Reiss Marom