Samuel David Gurvitch
Investment adviser representative at Oxinas Partners Wealth Management
25 yearsExperience
1 stateRegistered in
$391MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Oxinas Partners Wealth ManagementDec 2021 to now
- Oxinas Partners, LLC d/b/a Oxinas Partners Wealth ManagementJul 2019 to now
- UnemployedApr 2018 to Jun 2019
- Waddell & Reed, IncJun 2001 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Oxinas Partners Wealth Management
Legal name: Oxinas Partners, LLC
$391MAssets managed
754Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4408653
- Firm CRD
- 297462