JW
Jerald Wank
WANK & LIPTZIN ADVISORY SERVICES
Mineola, NY 11501
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CRD#: 4650109
JW
Professional summary
Jerald Wank is a registered financial advisor currently at WANK & LIPTZIN ADVISORY SERVICES LLC located in Mineola, New York.
Jerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jerald has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jerald Wank'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
August 5, 2021 - Present
WANK & LIPTZIN ADVISORY SERVICES LLC
Office #1: 114 Old Country Road, Mineola, NY 11501RIA
CRD#: 126215
Mineola, NY
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(8/5/2021)
Exams
Current Firm
W&
WANK & LIPTZIN ADVISORY SERVICES LLC
WANK & LIPTZIN ADVISORY SERVICES LLC | WANK & LIPTZIN, LLP
CRD#: 126215 / SEC#:
New York
Registered Investment Advisory firm - (10/21/1998 Approved)PREMIUM
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Contact information
Main Address
585 Stewart Avenue Suite 600, Garden City, NY 11530
Mailing Address
Phone number
(516) 739-0555
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 19,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
