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Samuel David Gurvitch

Investment Adviser Representative at Oxinas Partners Wealth Management

Irvington, NYCRD #4408653Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Samuel David Gurvitch is an investment adviser representative with Oxinas Partners Wealth Management in Irvington, NY, where they have been registered since 2019. They have worked in the securities industry since 2003 and were previously registered with Waddell & REED. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in New York.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/1/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 8/14/2001
SIE
Securities Industry Essentials Examination
Passed 3/8/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/30/2001

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Oxinas Partners Wealth ManagementCurrent
8/20/2019 – Irvington, NY
Waddell & REED
11/7/2013 – 3/8/2018Hamden, CT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Waddell & REED, Inc
    Jun 2001 – Mar 2018Latham, NY
  2. Oxinas Partners, LLC d/b/a Oxinas Partners Wealth Management
    Jul 2019 – no end date reportedIrvington, NY
  3. Unemployed
    Apr 2018 – Jun 2019Scarsdale, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Oxinas Partners Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
3
Main office:
Jeffersonville, IN
SEC file number:
801-113877

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 11, 2026

View full firm profile

Other advisors at Oxinas Partners Wealth Management

6 other advisors in the directory

View Oxinas Partners Wealth Management firm profile

Similar advisors in Irvington, NY

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samuel David Gurvitch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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