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Assaf Shalev

Avatar Securities, LLC

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About Assaf Shalev

Assaf Shalev is a financial professional with over 15 years of experience in the securities industry. Assaf has been registered with FINRA since 2002. Assaf is currently registered with Avatar Securities, LLC. Assaf has held previous positions at Quasar Trading, LLC, Lightspeed Professional Trading LLC, Evolution Financial Technologies, LLC and Sonic Technologies LLC. Assaf holds several licenses, including Series 7, 24, 55, 57TO and 63.

Firm Information

Assaf Shalev is currently registered with Avatar Securities, LLC. Avatar Securities, LLC is a Limited Liability Company formed on May 14, 2008. The firm has one approved SEC registration and is currently approved.

Not reported

Assets Under Management

Not reported

Total Clients

55

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Assaf Shalev’s Registration & Firm History

NY

10/06/2017 - Present

Avatar Securities, LLC (NEW YORK NY)

PR

09/09/2014 - 09/29/2017

QUASAR TRADING, LLC (SAN JUAN PR)

PR

05/06/2011 - 08/08/2014

QUASAR TRADING, LLC (SAN JUAN PR)

NY

05/25/2007 - 12/31/2007

LIGHTSPEED PROFESSIONAL TRADING LLC (NEW YORK NY)

NY

09/26/2005 - 09/19/2006

EVOLUTION FINANCIAL TECHNOLOGIES, LLC (NEW YORK NY)

NJ

07/09/2002 - 09/29/2003

SONIC TECHNOLOGIES LLC (ISELIN NJ)

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Licenses & Designations

BC

Issued 06/16/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq PHLX LLC

Disclosures

There are no public disclosures for Assaf Shalev.
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