Yair Y Klyman
Investment adviser representative at Thepartners Wealth Management
10 yearsExperience
3 statesRegistered in
$1.2BFirm assets
4 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
- Seminars and workshops
Experience
10 years in the industry.
- Thepartners Wealth ManagementJun 2025 to now
- The Leaders Group IncJun 2025 to now
- The Partners Wealth ManagementJun 2025 to now
- Zucker AssociatesFeb 2020 to now
- Klyman Financial LLCJun 2017 to now
- Independent Insurance AgentAug 2016 to now
- Osaic Wealth, Inc.Oct 2024 to Jun 2025
- American Portfolios FinancialNov 2019 to Oct 2024
- Equity Services, Inc.Oct 2016 to Nov 2019
- Integrated Financial Concepts LLCAug 2016 to Nov 2019
- Second Wind LLCJul 2016 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Thepartners Wealth Management
Legal name: The Partners Wealth Management, LLC
$1.2BAssets managed
6,212Clients
35Advisers
4 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
- 6505002
- Firm CRD
- 314816