Irwin Milch (CRD# 2685076) is an Investment Advisor Representative working at M & I Financial Planning Services in Mount Kisco, NY and has over 27 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M & I Financial Planning Services | Pleasantville, NY | May 2003 - Current | 21 |
| Gary Goldberg & Company, Inc. | Suffern, NY | Aug 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1997 |
- NY
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts59ACCOUNTS
-
Average Account Value$255,612
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NY
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