Gary H. Schatsky
IFC PERSONAL MONEY MANAGERS
NEW YORK, NY 10024
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CRD#: 4648261
Professional summary
Gary Howard Schatsky, who also goes by Gary H. Schatsky, Gary Harold Schatsky, is a registered financial advisor currently at IFC PERSONAL MONEY MANAGERS, INC. located in New York, New York.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Gary has worked at 1 firm .
Question & Answer
What are your service offerings?
Comprehensive Investment
Tax
Insurance and Financial planni...
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Gary H. Schatsky | Gary Harold Schatsky
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.
Since March 1990, sole practictioner as an attorney, a non investment related business, located at 441 West End Ave., Ste 1I NY, NY 10024. Approximately 10-20 hours per month are devoted to this activity, all of the time during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Howard Schatsky'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
May 22, 2019 - Present
IFC PERSONAL MONEY MANAGERS, INC.
Office #1: 441 West End Suite 1i, New York, NY 10024RIA
CRD#: 126344
NEW YORK, NY
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".
IP
IFC PERSONAL MONEY MANAGERS, INC.
IFC PERSONAL MONEY MANAGERS, INC. | OBJECTIVEADVICE.COM
CRD#: 126344 / SEC#: 801-80674
RIA
Registered Investment Advisory firm - (12/17/2014 Approved)New York
Registered Investment Advisory firm - (12/22/2014 Terminated)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(5/31/2021)
IAR
Texas(5/22/2019)
Exams
Current Firm
IP
IFC PERSONAL MONEY MANAGERS, INC.
IFC PERSONAL MONEY MANAGERS, INC. | OBJECTIVEADVICE.COM
CRD#: 126344 / SEC#: 801-80674
RIA
Registered Investment Advisory firm - (12/17/2014 Approved)New York
Registered Investment Advisory firm - (12/22/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
441 West End Suite 1i, New York, NY 10024
Mailing Address
Phone number
(212) 721-8713
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 500 |
| AUM (Assets Under Management) | $ 401,849,705 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
