1. Wealthminder
  2. Lexington, MA
  3. Claim this page
  1. Claim this page
Irwan The, financial advisor Lexington MA

Irwan The

CRD Number: 7294768
Current Firm: Battle Green Advisors

Irwan The (CRD# 7294768) is an Investment Advisor Representative working at Battle Green Advisors in Lexington, MA and has over 3 years of experience in the finance industry.

Similar Advisors
James Abbott, financial advisor Lexington MA
James W. Abbott
CRD# 4927658
Claro Advisors, LLC
Similar Advisors
Nikki Abbott, financial advisor Lexington MA
Nikki M. Abbott
CRD# 4999983
Fidelity Personal And Workplace Advisors
Similar Advisors
Richard Abbott, financial advisor Lexington MA
Richard T. Abbott
CRD# 4999910
Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Battle Green Advisors LLC Woburn, MA Jul 2020 - Current 3
Epsilon Wakefield, MA Aug 2012 - Jun 2021 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2020
Contact Info for Irwan The
,
Phone Number: 781-354-5287
Registered State(s):
  • MA
Is this advisor you? Unlock this free profile to update your info and see who's viewing your profile.
Current Firm Details
Battle Green Advisors
Firm's CRD Number: 310889
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $332,366
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.