Irvin Schorsch, financial advisor Willow Grove PA
96 score

Irvin Schorsch

CRD Number: 1051228
Current Firm: Pennsylvania Capital Management Inc.

Irvin Schorsch (CRD# 1051228) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Willow Grove, PA and has over 34 years of experience in the finance industry. Irvin Schorsch 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.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Sep 2014 - Current 2
Pennsylvania Capital Management Inc. Willow Grove, PA Aug 1995 - Current 21
Western International Securities, Inc. Pasadena, CA Oct 2000 - Sep 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1982
S65 NASAA Investment Advisors Law Examination Dec 1992
Contact Info for Irvin G. Schorsch
Phone Number: 215-881-7700
Registered State(s):
  • LA
  • TX
  • PA
By the Numbers
  • Total Assets Under Management
    328
    MILLIONS
  • Total Number of Accounts
    890
    ACCOUNTS
  • Average Account Value
    $369,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

FL, LA, NH, NJ, NY, PA, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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