David Yosef Ny LLC
CRD 341234SEC# 801-135927Albany, NY
No longer SEC-registered. David Yosef Ny LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
1
Accounts
—
Location
Albany, NY
David Yosef Ny LLC assets under management
David Yosef Ny LLC operates as an SEC-registered investment adviser based in Albany, NY. It employs 1 people.
David Yosef Ny LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Szerman Control | Ceo/Cco | Over 75% | 2025 |
| Szerman, Nicholas Control | Ceo/Ubo/President | Over 75% | 2025 |
Frequently asked questions
How many employees does David Yosef Ny LLC have?
David Yosef Ny LLC reports 1 employees.
Where is David Yosef Ny LLC located?
David Yosef Ny LLC is based in Albany, NY.
Does David Yosef Ny LLC disclose fund performance?
David Yosef Ny LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 418 Broadway, Ste R, Albany, NY 12207 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 94%
More than 6% of 16,825 advisers