Irvin G. Schorsch

PENNSYLVANIA CAPITAL MANAGEMENT

Huntingdon Valley, PA 19006

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CRD#: 1051228

Professional summary

Irvin G Schorsch III, AIF®, CFP®, CIMA®, who also goes by Irvin G III Schorsch, is a registered financial advisor currently at PENNSYLVANIA CAPITAL MANAGEMENT INC. located in Huntingdon Valley, Pennsylvania.

Irvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Irvin has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 15, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Irvin G Iii Schorsch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)ARLINGTON FAMILY SERVICES Non-Investment-Related 2900 State Road, Drexel Hill, PA 19026 Funeral and Cemetery Services Partner Approximate Start Date of Relationship: January 2, 1992 Less than 1 hour/month There are no day-to-day duties; only periodic phone calls 2)ARLINGTON CEMETERY COMPANY Non-Investment-Related 2900 State Road, Drexel Hill, PA 19026 Funeral and Cemetery Services Partner Approximate Start Date of Relationship: January 2, 1983 Less than 1 hour/month There are no day-to-day duties; only periodic phone calls

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Irvin G Schorsch III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1987

CIMA^®

Certified Investment Management Analyst

Experience

Current

April 10, 1996 - Present

PENNSYLVANIA CAPITAL MANAGEMENT INC.

Office #1: 1841 Huntingdon Pike, Huntingdon Valley, PA 19006

RIA

CRD#: 107648

Huntingdon Valley, PA

Past

September 30, 2014 - October 30, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Willow Grove, PA

Past

July 26, 2007 - October 3, 2012

WESTERN INTERNATIONAL SECURITIES, INC.

RIA

CRD#: 39262

JENKINTOWN, PA

Past

October 5, 2000 - October 3, 2012

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

JENKINTOWN, PA

Past

October 13, 1995 - October 16, 2000

D.E. FREY & COMPANY, INC.

CRD#: 23595

DENVER, CO

Past

June 28, 1982 - October 19, 1995

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PENNSYLVANIA CAPITAL MANAGEMENT INC.

CRD#: 107648 / SEC#: 801-50732

RIA

Registered Investment Advisory firm - (12/4/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(1/13/2014)

IAR

Pennsylvania
(4/10/1996)

IAR

Texas
(5/5/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/30/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/30/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 15

Date: 4/17/1984

Foreign Currency Options Examination

General Industry/Product Exam

Series 7

Date: 6/19/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/24/1996

General Securities Principal Examination

Current Firm

PENNSYLVANIA CAPITAL MANAGEMENT INC.

CRD#: 107648 / SEC#: 801-50732

RIA

Registered Investment Advisory firm - (12/4/1995 Approved)

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Contact information

Main Address

1841 Huntingdon Pike, Huntingdon Valley, PA 19006

Mailing Address

Phone number

(215) 881-7700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,033
AUM (Assets Under Management)	$ 759,036,635

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Irvin G. Schorsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Irvin G Schorsch III's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

WESTERN INTERNATIONAL SECURITIES, INC.

WESTERN INTERNATIONAL SECURITIES, INC.

D.E. FREY & COMPANY, INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

PENNSYLVANIA CAPITAL MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/1992

Series 63

Date: 6/30/1982

SIE

Date: 10/30/2015

Series 15

Date: 4/17/1984

Series 7

Date: 6/19/1982

Series 24

Date: 4/24/1996

Current Firm

PENNSYLVANIA CAPITAL MANAGEMENT INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PENNSYLVANIA CAPITAL MANAGEMENT INC.

TRUST BUT VERIFY

Contact information

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