Unclaimed Profile

Vicky Safra

J. SAFRA ASSET MANAGEMENT CORPORATION·NEW YORK CITY, New York

Clean recordJ. SAFRA ASSET MANAGEMENT CORPORATION

546 FIFTH AVENUE, NEW YORK CITY, NY 10036CRD# 7487998Firm CRD# 131243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Vicky Safra · NEW YORK CITY, NY

Registration

CRD #7487998 · J. SAFRA ASSET MANAGEMENT CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Vicky Safra is a registered financial advisor based in NEW YORK CITY, New York, affiliated with J. SAFRA ASSET MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

Speak with Vicky

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Vicky is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

J. SAFRA ASSET MANAGEMENT CORPORATION

AUM

$3.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at J. SAFRA ASSET MANAGEMENT CORPORATION →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: % OF ASSETS UNDER CONSULTATION

Regulatory

SEC/IARD CRD# 7487998

Firm CRD# 131243

View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK CITY?

Browse all registered financial advisors in NEW YORK CITY, New York or claim this profile if it's yours.

Browse NEW YORK CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Vicky Safra offer?

Vicky Safra specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK CITY, New York for a consultation.

What are Vicky Safra's credentials?

Vicky Safra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vicky Safra located?

Vicky Safra is based in NEW YORK CITY, New York, working with J. SAFRA ASSET MANAGEMENT CORPORATION. Their office serves clients in the NEW YORK CITY metropolitan area and surrounding communities.

How does Vicky Safra charge for services?

Vicky Safra's firm is compensated through percentage of aum, subscription fees, other: % of assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is J. SAFRA ASSET MANAGEMENT CORPORATION?

J. SAFRA ASSET MANAGEMENT CORPORATION has approximately 19 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →