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Ortav Daniel Yehudai

GREAT POINT PARTNERS, LLC·GREENWICH, Connecticut
GREAT POINT PARTNERS, LLC
165 MASON STREET, GREENWICH, CT 06830CRD# 4432769Firm CRD# 158423

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ortav Daniel Yehudai · GREENWICH, CT
Registration
CRD #4432769 · GREAT POINT PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Ortav Daniel Yehudai is a registered financial advisor based in GREENWICH, Connecticut, affiliated with GREAT POINT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GREAT POINT PARTNERS, LLC
GREAT POINT PARTNERS, LLC
AUM
$2.0B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at GREAT POINT PARTNERS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4432769
Firm CRD# 158423
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ortav Daniel Yehudai offer?
Ortav Daniel Yehudai specializes in Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Ortav Daniel Yehudai's credentials?
Ortav Daniel Yehudai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ortav Daniel Yehudai located?
Ortav Daniel Yehudai is based in GREENWICH, Connecticut, working with GREAT POINT PARTNERS, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Ortav Daniel Yehudai charge for services?
Ortav Daniel Yehudai's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT POINT PARTNERS, LLC?
GREAT POINT PARTNERS, LLC has approximately 28 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREAT POINT PARTNERS, LLC

Jeffrey Robert Jay
GREENWICH, CT
Kevin Penn
GREENWICH, CT
Adam Brian Felsenthal
GREENWICH, CT
Ronald Marc Panzier
GREENWICH, CT

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Nearby cities in Connecticut
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Research
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