IM
Ira S. Materetsky
MATERETSKY FINANCIAL GROUP
Boynton Beach, FL 33426
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CRD#: 2749161
IM
Professional summary
Ira Scott Materetsky, CFP® is a registered financial advisor currently at MATERETSKY FINANCIAL GROUP located in Boynton Beach, Florida and PRIVATE CLIENT SERVICES, LLC located in Melville, New York.
Ira is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Ira has worked at 3 firms and has passed the Series 66, Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 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.
1) MATERETSKY FINANCIAL GROUP. 2240 WOLLBRIGHT ROAD, STE 354, BOYNTON BEACH, FL 33426. RIA. PRESIDENT & FINANCIAL ADVISOR. 200 HOURS/MO; 150 DURING TRADING HOURS. 2) INDEPENDENT INSURANCE AGENT 3) MFG TAX PREPERATION. NOT INVESTMENT-RELATED. 2240 WOOLBRIGHT RD, STE 350, BOYNTON BEACH, FL 33426. INCOME TAX RETURN PREPERATION. OWNER. STARTED 09/2023. 10 HRS/MO; 10 DURING TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Ira Scott Materetsky'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®
Start date: 2006
Experience
Current
June 15, 2018 - Present
MATERETSKY FINANCIAL GROUP
Office #1: 2240 Woolbright Road Suite 354, Boynton Beach, FL 33426Office #2: 1451 W. Cypress Creek Rd Ste. 300, Fort Lauderdale, FL 33309Office #3: 200 Broadhollow Road Suite 207, Melville, NY 11747RIA
CRD#: 292353
Boynton Beach, FL
Current
June 26, 2018 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 200 Broadhollow Road, Suite 207, Melville, NY 11747Office #2: 2240 Woolbright Rd Suite 354, Boynton Beach, FL 33426RIA
BD
CRD#: 120222
Melville, NY
Past
September 3, 2003 - June 28, 2018
OSAIC WEALTH, INC.
RIA
CRD#: 23131
BOYNTON BEACH, FL
Past
July 15, 1996 - June 28, 2018
OSAIC WEALTH, INC.
BD
CRD#: 23131
BOYNTON BEACH, FL
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".
MF
MATERETSKY FINANCIAL GROUP
MATERETSKY FINANCIAL GROUP | MATERETSKY FINANCIAL GROUP, INC.
CRD#: 292353 / SEC#: 801-112829
RIA
Registered Investment Advisory firm - (4/13/2018 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(6/26/2018)
RR
Colorado(1/4/2021)
RR
Connecticut(6/26/2018)
IAR
Florida(6/15/2018)
RR
Florida(6/26/2018)
RR
Georgia(2/17/2021)
RR
Illinois(2/7/2024)
RR
Iowa(5/27/2020)
RR
Kentucky(8/15/2023)
RR
Maine(6/29/2018)
RR
Maryland(6/26/2018)
RR
Massachusetts(5/18/2023)
RR
Nevada(1/19/2021)
RR
New Hampshire(1/4/2021)
RR
New Jersey(6/26/2018)
RR
New York(6/26/2018)
IAR
New York(4/4/2021)
RR
North Carolina(7/2/2018)
RR
Pennsylvania(6/26/2018)
RR
South Carolina(6/26/2018)
RR
Tennessee(10/11/2023)
RR
Virginia(6/26/2018)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MF
MATERETSKY FINANCIAL GROUP
MATERETSKY FINANCIAL GROUP | MATERETSKY FINANCIAL GROUP, INC.
CRD#: 292353 / SEC#: 801-112829
RIA
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Contact information
Main Address
2240 Woolbright Road Suite 354, Boynton Beach, FL 33426
Mailing Address
Phone number
(561) 735-9227
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 769 |
| AUM (Assets Under Management) | $ 622,654,847 |
Red Flags
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Company Information
MATERETSKY FINANCIAL GROUP
CRD#: 292353Boynton Beach, FL 33426TRUST BUT VERIFY
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