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IZ

Irwin M. Zagoria

IMZ ADVISORY
Boca Raton, FL 33432
Some features on this profile are disabled
CRD#: 1424184
IZ

Professional summary

Irwin Michael Zagoria is a registered financial advisor currently at IMZ ADVISORY INC. located in Boca Raton, Florida.

Irwin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Irwin has worked at 8 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Irwin Michael Zagoria'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®
None

Experience

Current

August 27, 2021 - Present

IMZ ADVISORY INC.

Office #1: 137 W. Royal Palm Road, Boca Raton, FL 33432
RIA
CRD#: 314890
Boca Raton, FL
Past

July 17, 2020 - October 31, 2023

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
BOCA RATON, FL
Past

July 17, 2020 - October 31, 2023

SECURITIES AMERICA, INC.

BD
CRD#: 10205
BOCA RATON, FL
Past

June 13, 2000 - July 17, 2020

INVESTACORP ADVISORY SERVICES INC

RIA
CRD#: 109011
BOCA RATON, FL
Past

March 12, 1999 - July 17, 2020

INVESTACORP, INC.

BD
CRD#: 7684
BOCA RATON, FL
Past

February 18, 1999 - March 12, 1999

INVESTACORP, INC.

BD
CRD#: 7684
Past

March 7, 1997 - February 24, 1999

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

November 12, 1986 - March 17, 1997

CAMDEN SECURITIES, INC.

BD
CRD#: 18305
LOS ANGELES, CA
Past

July 31, 1986 - October 30, 1986

R.L. MARKS & COMPANY

BD
CRD#: 16038

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".
IA
IMZ ADVISORY INC.
IMZ ADVISORY | IMZ ADVISORY INCORPORATED | IMZ ADVISORY INC.

CRD#: 314890 / SEC#: 801-122106

RIA
Registered Investment Advisory firm - (8/18/2021 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
Florida
(8/27/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/6/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/7/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/17/1986
General Securities Representative Examination

Current Firm

IA
IMZ ADVISORY INC.
IMZ ADVISORY | IMZ ADVISORY INCORPORATED | IMZ ADVISORY INC.

CRD#: 314890 / SEC#: 801-122106

RIA
Registered Investment Advisory firm - (8/18/2021 Approved)
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Contact information

Main Address
137 W. Royal Palm Road, Boca Raton, FL 33432
Mailing Address
Phone number
(561) 368-2336
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IMZ ADVISORY INC. BROCHURE (11/16/2025)

Regulatory assets under management

Total Number of Accounts655
AUM (Assets Under Management)$ 381,697,000

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

IMZ ADVISORY INC.

CRD#: 314890Boca Raton, FL 33432

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