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RIA / WealthAdvisor16 years in industry

NEER D HODOROV

Advisor at MAGEN WEALTH MANAGEMENT, LLC

MIAMI, FL

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Search this name across graphsid dfx:ria:4a7caa4e-75dd-7bf2-fbbe-2c3c453a0c4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 14, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MAGEN WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 13, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 13, 2009
First registration: Oct 14, 2009
Dual registered: no
Other names: NEER HODOROV
IAPD individual key: 5042144

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MAGEN WEALTH MANAGEMENT, LLC	State registered	Jan 22, 2019	n/a	yes	MIAMI, FL	Current employment
INSIGNEO ADVISORY SERVICES, LLC	Mixed wealth	Jan 24, 2018	Jan 7, 2019	no	MIAMI, FL	Previous registration
INSIGNEO WEALTH ADVISORS, LLC	Former SEC adviser	Mar 27, 2015	Dec 14, 2018	no	MIAMI, FL	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Jul 15, 2011	Apr 6, 2015	no	MIAMI, FL\|MIAMI, FL\|NEW YORK, NY\|MIAMI, FL	Previous registration
VALLEY FINANCIAL MANAGEMENT, INC.	Bd affiliated wealth	Jul 2, 2010	Jul 18, 2011	no	NEW YORK, NY	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Oct 14, 2009	Jul 1, 2010	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INSIGNEO ADVISORY SERVICES, LLC	MAGEN WEALTH MANAGEMENT, LLC	Jan 7, 2019	Jan 22, 2019	15	Firm change	Ibd to state RIA
INSIGNEO WEALTH ADVISORS, LLC	INSIGNEO ADVISORY SERVICES, LLC	Dec 14, 2018	Jan 24, 2018	-324	Firm change after gap	Other
RBC CAPITAL MARKETS, LLC	INSIGNEO WEALTH ADVISORS, LLC	Apr 6, 2015	Mar 27, 2015	-10	Firm change	Other
VALLEY FINANCIAL MANAGEMENT, INC.	RBC CAPITAL MARKETS, LLC	Jul 18, 2011	Jul 15, 2011	-3	Firm change	Ibd to ibd
OPPENHEIMER & CO. INC.	VALLEY FINANCIAL MANAGEMENT, INC.	Jul 1, 2010	Jul 2, 2010	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112706:282589:FL:2018-12-14	Dec 14, 2018	Jan 24, 2018	MIAMI, FL	Firm change after gap
31194:112706:FL:2015-04-06	Apr 6, 2015	Mar 27, 2015	MIAMI, FL	Firm change

Relationships

Registered with (6)

→ MAGEN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 22, 2019 to presentfactForm ADV
→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 24, 2018 to Jan 7, 2019factForm ADV
→ INSIGNEO WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 27, 2015 to Dec 14, 2018factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Jul 15, 2011 to Apr 6, 2015factForm ADV
→ VALLEY FINANCIAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 2, 2010 to Jul 18, 2011factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Oct 14, 2009 to Jul 1, 2010factForm ADV

Dated events

No dated event names this entity yet.