Ira Schack (CRD# 1898933) is an Investment Advisor Representative working at Highland Wealth Advisors, LLC in Roslyn Heights, NY and has over 19 years of experience in the finance industry. Ira Schack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Highland Wealth Advisors LLC | Roslyn Heights, NY | Apr 2013 - Current | 11 |
| Ira Schack | Melville, NY | Apr 2011 - Current | 13 |
| Cornerstone Wealth Advisors LLC | Roslyn Heights, NY | Nov 2010 - Current | 13 |
| Law Office Of Ira Schack | Massapequa Park, NY | Oct 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
- NY
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Other
NY, TX
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