Ian Formigle (CRD# 3270987) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Austin, TX and has over 13 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crowdstreet Advisors | Austin, TX | May 2023 - Current | < 1 |
| Crowdstreet Capital LLC | Austin, TX | Sep 2021 - Current | 2 |
| Crowdstreet, Inc. | Austin, TX | Sep 2014 - Current | 9 |
| North Capital Private Securities | Salt Lake City, UT | Sep 2016 - Jun 2017 | < 1 |
| Skb Securities | Portland, OR | Jan 2011 - Feb 2015 | 4 |
| Scanlankemperbard Companies | Portland, OR | Oct 2010 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- TX
-
Total Assets Under Management509MILLIONS
-
Total Number of Accounts220ACCOUNTS
-
Average Account Value$2,311,702
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, FL, IL, LA, MN, NE, NH, NJ, NV, NY, OR, TX, UT, VA, WA
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