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Current Employers
J. Safra Asset Management Corporation

546 Fifth Avenue, New York City, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-05
CA RA APPROVED 2026-07-17
CO RA APPROVED 2026-07-17
DE RA APPROVED 2026-07-17
NY RA APPROVED 2026-07-17
  • NJ RA
    APPROVED
    Since 2026-08-05
  • CA RA
    APPROVED
    Since 2026-07-17
  • CO RA
    APPROVED
    Since 2026-07-17
  • DE RA
    APPROVED
    Since 2026-07-17
  • NY RA
    APPROVED
    Since 2026-07-17

Branch Locations

546 Fifth Avenue, New York City, NY 10036 • 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
Axa Advisors, Llc New York NY 08/2016 12/2017
Massachusetts Mutual Life Insurance Company Rochester NY 01/2018 04/2020
Mml Investors Services, Llc Rochester NY 01/2018 04/2020
Citigroup New York NY 03/2020 05/2025
Skytax Advisors, Llc Princeton NJ 06/2016 03/2020
Zeiders Enterprises Woodbridge VA 03/2016 01/2020
J. Safra Inc New York NY 05/2025 06/2026
J. Safra Asset Management Corporation New York NY 06/2026 Present
  • 08/2016 → 12/2017
    Axa Advisors, Llc
    New York, NY
  • 01/2018 → 04/2020
    Massachusetts Mutual Life Insurance Company
    Rochester, NY
  • 01/2018 → 04/2020
    Rochester, NY
  • 03/2020 → 05/2025
    Citigroup
    New York, NY
  • 06/2016 → 03/2020
    Skytax Advisors, Llc
    Princeton, NJ
  • 03/2016 → 01/2020
    Zeiders Enterprises
    Woodbridge, VA
  • 05/2025 → 06/2026
    J. Safra Inc
    New York, NY
  • 06/2026 → Present
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-18
S63 Uniform Securities Agent State Law Examination 1998-04-30
  • S66 Uniform Combined State Law Examination
    2014-10-18
  • S63 Uniform Securities Agent State Law Examination
    1998-04-30
Designations

View on SEC IAPD

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