Gary H. Schatsky

IFC PERSONAL MONEY MANAGERS

NEW YORK, NY 10024

CRD#: 4648261

Some features on this profile are disabled

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 .

Core Areas of Focus

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Retirement Planning & Distribution Rules

Tax Planning

Question & Answer

What are your service offerings?

Comprehensive Investment

Tax

Insurance and Financial planni...

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Howard Schatsky's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 22, 2019 - Present

IFC PERSONAL MONEY MANAGERS, INC.

Office #1: 441 West End Suite 1i, New York, NY 10024

RIA

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".

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)

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).

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)

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

Current Firm

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	500
AUM (Assets Under Management)	$ 401,849,705

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Anthony Macagna

LPL FINANCIAL LLC

IAR

PARAMUS, NJ

Eileen Polese

HIGHTOWER ADVISORS, LLC

IAR

New York, NY

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gary H. Schatsky

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Howard Schatsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

IFC PERSONAL MONEY MANAGERS, INC.

Primary Firm SEC Registration

IFC PERSONAL MONEY MANAGERS, INC.

State Registrations and Notice Filings

Exams

Current Firm

IFC PERSONAL MONEY MANAGERS, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IFC PERSONAL MONEY MANAGERS, INC.

TRUST BUT VERIFY

Contact information

Similar Advisors