Elliot Schrag (CRD# 5351507) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in New York, NY and has over 15 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel Fisher And Company Financial Services, Inc. | New York, NY | Oct 2015 - Current | 8 |
| Bfc Planning, Inc. | New York, NY | Oct 2015 - Current | 8 |
| Sterne Agee Financial Services, Inc. | New York, NY | Sep 2014 - Oct 2015 | 1 |
| Wrp Investments, Inc. | Youngstown, OH | Nov 2011 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management163MILLIONS
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Total Number of Accounts830ACCOUNTS
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Average Account Value$196,459
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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