Marla S. Press
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.
Marla Sue Press, who also goes by Marla S Press, Marla Press, Marla Press Shapiro, was a registered financial professional .
Marla is a previously registered financial professional and started their career in finance in 1992. Marla had worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 25, 2021 - December 31, 2025
IP FINANCIAL ADVISORY SERVICES LLC
May 9, 2021 - December 26, 2025
INNOVATION PARTNERS LLC
January 2, 2020 - May 12, 2021
ARK GLOBAL, LLC
November 26, 2013 - October 29, 2019
AMG DISTRIBUTORS, INC.
March 18, 2009 - November 19, 2013
ALPS DISTRIBUTORS, INC.
June 25, 2004 - December 22, 2008
BLACKROCK EXECUTION SERVICES
April 15, 2003 - June 15, 2004
UBS FINANCIAL SERVICES INC.
April 15, 2003 - June 15, 2004
UBS FINANCIAL SERVICES INC.
September 23, 1997 - April 2, 2003
BNY MELLON SECURITIES CORPORATION
November 8, 1995 - September 17, 1997
MESIROW FINANCIAL, INC.
April 3, 1993 - October 26, 1994
A. G. EDWARDS & SONS, INC.
July 16, 1992 - April 20, 1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
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.
