Ira W. Schack

HIGHLAND WEALTH ADVISORS

ROSLYN HEIGHTS, NY 11762

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CRD#: 1898933

Professional summary

Ira Wade Schack, CFP® is a registered financial advisor currently at HIGHLAND WEALTH ADVISORS, LLC located in Roslyn Heights, New York.

Ira is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ira has worked at 4 firms and has passed the Series 63, Series 7 and Series 6 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 Ira Wade Schack'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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

April 17, 2015 - Present

HIGHLAND WEALTH ADVISORS, LLC

Office #1: 165 Roslyn Road, Roslyn Heights, NY 11762

RIA

CRD#: 154621

ROSLYN HEIGHTS, NY

Past

February 3, 2011 - August 22, 2011

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MELVILLE, NY

Past

April 20, 2009 - February 7, 2011

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

ROSLYN HEIGHTS, NY

Past

April 9, 2004 - April 27, 2009

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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

New York
(10/20/2021)

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

Series 63

Date: 4/30/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/10/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/8/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HIGHLAND WEALTH ADVISORS, LLC

HIGHLAND WEALTH ADVISORS LLC | HIGHLAND WEALTH ADVISORS, LLC

CRD#: 154621 / SEC#:

New York

Registered Investment Advisory firm - (9/20/2010 Approved)

Texas

Registered Investment Advisory firm - (12/6/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Massapequa Park, NY

Mailing Address

Phone number

(516) 317-5481

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Ira W. Schack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ira Wade Schack's CRS (Customer Relationship Summary).

Certified licenses

Experience

HIGHLAND WEALTH ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/30/2004

Series 7

Date: 9/10/2004

Series 6

Date: 4/8/2004

Current Firm

HIGHLAND WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

HIGHLAND WEALTH ADVISORS, LLC

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