Magen Financial LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 305174
- Registered since
- August 10, 2020
- Website
- www.magenfinancial.com
Firm profile
FINTRXOverview
Magen Financial LLC is an SEC-registered investment adviser formed in 2020 and organized as a limited liability company. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified in the source data as "unclassified," and it is not identified as a capital allocator. The firm's public profile does not indicate activity on ESG mandates, multi-state advisory coverage, pension consulting, or relationships with other advisers. FINTRX-sourced fields for client types, advisory activities and fee schedules are not populated, so there is no granular public description of the services Magen Financial offers or the client segments it targets.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2John Trears
Managing Partner, CCO and COOCRD 2837461

Davy Barthes
Founder and CEOCRD 5726005
Contacts
3 of 50Thomas Piersanti
Senior BrokerCRD 2596196

Gary Krimershmoys
Senior Equity Derivatives BrokerCRD 4343948

Lionel Mellul
BrokerCRD 4560092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1500 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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