Best Investors Account Sign in
Inactive

Dalya Inhaber

Minerva Wealth Advisory

New York, NY

CRD 1629275

Claim This Profile
Employer firm

Minerva Wealth Advisory CRD 282723

$79.5M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Minerva Wealth Advisory

135 Madison Avenue Floor 5, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-31
  • NY RA
    APPROVED
    Since 2021-03-31

Branch Locations

135 Madison Avenue Floor 5, New York, NY 10016 • 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
Minerva Wealth Advisory New York NY 02/2015 Present
Previous Registrations
  • 2016-02-16 → 2016-06-13
    Minerva Wealth Advisory
    New York, NY
  • 2010-11-11 → 2015-02-27
    Gerstein Fisher
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-05
  • S65 Uniform Investment Adviser Law Examination
    2009-05-05
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor