Gideon Ozik
Advisor at MKT MediaStats, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Gideon Ozik is a CFA® charterholder with two years of industry experience, currently serving at MKT MediaStats, LLC since 2014. He also has a longstanding association with Nisa Investment Advisors, LLC dating back to 2003. Outside of his advisory roles, he provides teaching and educational services through his proprietorship, ETO LLC. MKT MediaStats, LLC offers subscription research and consultative investment advisory services to institutional clients, focusing on media-derived sentiment measures and hypothetical trade signals across various asset classes. The firm emphasizes a data-driven approach using diverse media and behavioral data, providing clients with advisory-only guidance rather than managing assets.
Fee options
Fees based on the hypothetical profitability of MKT’s hypothetical trade signals, paid semi-annually within 30 days of period end.
Subscription research service fees for media and behavioral data scanning (specific amounts not stated).
Location
140 Mount Auburn St.
Cambridge, MA 02138
Most active in
Gideon O has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Work history
MKT MediaStats, LLC
2014 - Present (12 years)
Nisa Investment Advisors, LLC
2003 - Present (23 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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