Magnus Financial Group LLC Employee Directory

Q: What is Magnus Financial Group LLC known for?

Magnus Financial Group LLC was founded in 2017. Magnus Financial Group LLC operates in the Investment Management industry.

Q: How many employees does Magnus Financial Group LLC have currently?

Magnus Financial Group LLC has approximately 27 employees.

Investment ManagementNew York, United States11-50 Employees

Magnus Financial Group provides personalized services to a diverse range of clients including existing and emerging high net worth individuals, families and closely held businesses. The firm utilizes offensive and defensive financial planning approaches, encompassing asset management, risk management, tax planning, retirement income distribution and estate preservation planning. Michael S. Schwartz, President & CEO, was named by the Financial Times to the Top 400 Financial Advisor List in 2017.

Find Magnus Financial Group LLC employees' phone numbers or email addresses

Magnus Financial Group LLC Global Highlights

North America
38

United States Of America
38

Magnus Financial Group LLC's Leadership

M. S.
Ceo | Wealth Management Advisor
Mobile Phone
Email
L. S.
Chief Operating Officer
Mobile Phone
Email
S. K.
Vice President | Financial Advisor
Mobile Phone
Email
D. H.
General Counsel & Chief Compliance Officer
Mobile Phone
Email
W. B. B.
Senior Vice President
Mobile Phone
Email
J. R.
Vp, Client Relationship Manager
Mobile Phone
Email
L. H.
Vp, Client Relationship Manager
Mobile Phone
Email
M. T.
Senior Managing Director
Mobile Phone
Email

Contact profiles from Magnus Financial Group LLC

Name

Title

Contact Info

Location

Last Update

A. I.
Investment Research Associate
Mobile Phone
Email
United StatesNew York
Oct 20, 2025
E. C.
Wealth Management Intern | Part-Time
Mobile Phone
Email
United StatesNew York
Oct 21, 2025
B. D.
Investment Operations
Mobile Phone
Email
United StatesNew York
Oct 27, 2025
J. D.
Client Relationship Specialist
Mobile Phone
Email
United StatesNew Jersey
Nov 13, 2025
C. W.
Financial Advisor
Mobile Phone
Email
Oct 18, 2024
J. N.
Finance Intern
Mobile Phone
Email
Oct 21, 2024
M. M.
Associate
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. H.
Investment Research Analyst
Mobile Phone
Email
Apr 16, 2025
S. A.
Finance Intern
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
C. V.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Magnus Financial Group LLC known for?

Magnus Financial Group LLC was founded in 2017 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-646-690-****

. Explore Magnus Financial Group LLC's company overview page for more information.

What is Magnus Financial Group LLC's most common email format?

Magnus Financial Group LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Magnus Financial Group LLC email formats with LeadIQ.

How many employees does Magnus Financial Group LLC have currently?

Magnus Financial Group LLC has approximately 27 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Magnus Financial Group LLC's key employees and leadership?

As of December 2025, Magnus Financial Group LLC's key employees include:

Ceo | Wealth Management Advisor: M. S.
Chief Operating Officer: L. S.
Vice President | Financial Advisor: S. K.
General Counsel & Chief Compliance Officer: D. H.
Senior Vice President: W. B. B.

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