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IH

Ira P. Hasson

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CRD#: 1334841
IH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ira Phillip Hasson, who also goes by Ike Hasson, Ira Philip Hasson, Ira Phillip Hasson, was a registered financial professional .

Ira is a previously registered financial professional and started their career in finance in 1985. Ira had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ike Hasson | Ira Philip Hasson | Ira Phillip Hasson

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 2, 2018 - April 19, 2022

PEOPLE'S UNITED ADVISORS, INC.

RIA
CRD#: 292454
New York, NY
Past

March 9, 2018 - March 31, 2020

PEOPLE'S SECURITIES, INC.

RIA
CRD#: 13704
New York, NY
Past

March 8, 2018 - April 19, 2022

PEOPLE'S SECURITIES, INC.

BD
CRD#: 13704
New York, NY
Past

October 20, 2006 - April 14, 2016

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
NEW YORK, NY
Past

May 24, 2006 - April 14, 2016

BLACKROCK FINANCIAL MANAGEMENT, INC

RIA
CRD#: 107105
NEW YORK, NY
Past

March 17, 2006 - May 25, 2006

BLACKROCK CAPITAL MANAGEMENT, INC.

RIA
CRD#: 108069
WILMINGTON, DE
Past

February 8, 1999 - October 20, 2006

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

BD
CRD#: 17580
BOSTON, MA
Past

August 18, 1998 - February 2, 1999

NATIXIS DISTRIBUTION, LLC

BD
CRD#: 34754
BOSTON, MA
Past

May 9, 1994 - September 1, 1998

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

May 9, 1994 - September 1, 1998

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

September 8, 1992 - January 26, 1993

FLEET ENTERPRISES, INC.

BD
CRD#: 17434
NEW YORK, NY
Past

March 27, 1990 - January 22, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 11, 1988 - April 9, 1990

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

February 13, 1985 - February 10, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/3/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


PU
PEOPLE'S UNITED ADVISORS, INC.
GERSTEIN FISHER | PEOPLE'S UNITED ADVISORS, INC. | OLSON MOBECK INVESTMENT ADVISORS | GERSTEIN FISHER ASSET MANAGEMENT

CRD#: 292454 / SEC#: 801-112648

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Contact information


Main Address
1100 North Market Street, Wilmington, DE 19801
Mailing Address
Phone number
(646) 971-2505
Established
Firm type
Fiscal year end
# of Employees
53

Documents


Latest Form ADV

Part 2 Brochures

PUA FORM ADV PART 2A (3/28/2024)

Regulatory assets under management


Total Number of Accounts2,076
AUM (Assets Under Management)$ 845,211,011

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.

Company Information


PEOPLE'S UNITED ADVISORS, INC.

CRD#: 292454

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