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Galit Goldstein Kursman

Family Management Corp.

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About Galit Goldstein Kursman

Galit Goldstein Kursman is a registered investment advisor representative with Family Management Corp. Galit has been in the financial services industry since 1994 and has held several positions at firms such as Credit Suisse Securities (USA) LLC, Next Capital Management, LLC, and Family Management Corp. Galit holds the following licenses: Series 3, Series 7, Series 63, and SIE. Galit specializes in providing investment advice to individuals, families, and pooled investment vehicles. Galit also provides financial planning services.

Firm Information

Galit Kursman is currently registered with Family Management Corp.. Family Management Corp. is an investment advisor headquartered in New York, NY. They manage approximately $3.61 billion in assets, primarily for high-net-worth individuals, insurance companies, and charitable organizations. They provide a range of advisory services, including financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They also serve as the general partner to investment funds that are exempt from registration under the Investment Advisers Act of 1940. The firm has 4 licensed agents and 10 investment advisor representatives.
Family Management Corp.

155 E. 44TH STREET

NEW YORK, NY 10017

$3.61B

Assets Under Management

Not reported

Total Clients

8

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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serves as general partner to investment funds that are exempt from registration under the investment advisers act 1940.

Serves as general partner to investment funds that are exempt from registration under the investment advisers act 1940.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Galit Kursman’s Registration & Firm History

NY

07/26/2021 - Present

Family Management Corp. (NEW YORK NY)

NY

10/25/1994 - 11/10/2014

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2014

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/1995

Series 3 - National Commodity Futures Examination

BC

Issued 10/24/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Galit Goldstein Kursman.
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