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David Howard Steinhardt

Nym Advisors, LLC

River Vale, NJ

CRD 2839547

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Employer firm

Nym Advisors, LLC CRD 335046

Reported services (Item 5G)

  • REFERRALS TO OTHER RIAS

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

Current Employers
Nym Advisors, Llc

193 Graney Drive, River Vale, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-07-31
  • NJ RA
    APPROVED
    Since 2026-07-31

Branch Locations

193 Graney Drive, River Vale, NJ 07675 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nym Advisors River Vale NJ 12/2024 Present
Kaplan, Plavin & Steinhardt, Llc Montvale NJ 09/1987 Present
  • 12/2024 → Present
    Nym Advisors
    River Vale, NJ
  • 09/1987 → Present
    Kaplan, Plavin & Steinhardt, Llc
    Montvale, NJ
Previous Registrations
  • 2012-05-29 → 2020-04-02
    Osaic Fa, Inc.
    Montvale, NJ
    Paramus, NJ
    Paramus, NJ
    Williamsville, NY
Other Businesses

KAPLAN,PLAVIN AND STEINHARDT, LLC; INVESTMENT RELATED; MONTVALE, NJ; CPA FIRM; MANAGING PARTNER; START 09/1987; 160 HOURS PER MONTH; 120 HOURS PER MONTH DURING SECURITIES TRADING; ACCOUNTING SERVICES. KPS FINANCIAL SERVICES; NOT INVESTMENT RELATED; RIVER VALE, NJ; MEMBER; START 07/2011; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING; RECEIVES COMMISSIONS FROM INSURANCE REFERRALS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-02-23
  • S63 Uniform Securities Agent State Law Examination
    1998-02-23
Designations
  • Personal Financial Specialist

View on SEC IAPD

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