IZ
Irwin M. Zagoria
IMZ ADVISORY
Boca Raton, FL 33432
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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.
OCEAN PLACE VILLAS POSITION: Board Member NATURE: board member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2010 ADDRESS: 7315 Gena Court, Pittsburgh PA 15209, United States DESCRIPTION: Advisory for a 6 unit condo association. One of the units is my primary residence SELF POSITION: Licensed Life Agent NATURE: Licensed Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/1984 ADDRESS: 137 W Royal Palm Road, Boca Raton FL 33432, United States DESCRIPTION: I am a licensed insurance agent and have been since 1984 ROYAL PALM #137 INVESTMENT PROPERTY LLC POSITION: Member of LLC NATURE: Real Estate Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2010 ADDRESS: 137 W Royal Palm Road, Boca Raton FL 33432, United States DESCRIPTION: I own 50% interest in my office building TZ INVESTMENTS LLC POSITION: member NATURE: Real Estate LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/12/2007 ADDRESS: 4211 South Ocean Blvd, Unit 3, Highland Beach FL 33487, United States DESCRIPTION: Ownership interest in two office condo's in Port St. Lucie Florida DBA - IMZ Financial Service Inc. PENSION INVESTORS INC POSITION: Consultant NATURE: Consult on Qualified Retirement Plan INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/1984 ADDRESS: 3939 Hollywood Blvd, Hollywood FL 33021, United States DESCRIPTION: In a number of cases after the qualified plan is implemented, the assets for those plan(s) are managed by myself and those assets are put through the BD.
CRS (Client Relationship Summary) - RIA
Click below to view Irwin Michael Zagoria's 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®
NoneExperience
Current
August 27, 2021 - Present
IMZ ADVISORY INC.
Office #1: 137 W. Royal Palm Road, Boca Raton, FL 33432RIA
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
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 655 |
| AUM (Assets Under Management) | $ 381,697,000 |
Red Flags
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Company Information
IMZ ADVISORY INC.
CRD#: 314890Boca Raton, FL 33432TRUST BUT VERIFY
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