Lindsay S. Bourkoff

SHRIER WEALTH MANAGEMENT | Partner, Director of Financial Planning

MODIIN-MACCABIM-REUT,

Some features on this profile are disabled

CRD#: 4711297

Professional summary

Lindsay Shrier Bourkoff, CFP®, who also goes by Lindsay S. Bourkoff, Lindsay Shrier, is a registered financial advisor currently at SHRIER WEALTH MANAGEMENT, LLC .

Lindsay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Lindsay has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Social Security Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Investment Planning

Retirement Planning

Education Planning

Retirement Income Management

Do you have an area of expertise or specialization?

Budget & Debt Management

Comprehensive Financial Planni...

401(k)/403(b)/IRAs

Buying a Home

Charitable & Planned Giving

Asset Allocation

Estate Planning

Investment Management

Limited Partnerships

Getting Divorced

Employee Benefits

Retirement

Stocks & Bonds

Startup

Sudden Wealth

Women's Finances

Are you a "fiduciary"?

Yes

Aliases

Lindsay S. Bourkoff | Lindsay Shrier

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. 08/16/2012: DBA ONLY / SHRIER WEALTH MANAGEMENT / LOS ANGELES, CA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsay Shrier Bourkoff'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

January 7, 2025 - Present

SHRIER WEALTH MANAGEMENT, LLC

RIA

CRD#: 332673

MODIIN-MACCABIM-REUT,

Past

December 6, 2006 - January 9, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

LOS ANGELES, CA

Past

August 16, 2006 - January 9, 2025

LPL FINANCIAL LLC

CRD#: 6413

LOS ANGELES, CA

Past

February 12, 2004 - September 14, 2004

J.P. MORGAN SECURITIES INC.

CRD#: 18718

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".

SHRIER WEALTH MANAGEMENT, LLC

CRD#: 332673 / SEC#: 801-131769

RIA

Registered Investment Advisory firm - (1/6/2025 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.

Highlighted states indicate IAR registrations

IAR

California
(1/7/2025)

IAR

Texas
(1/7/2025)

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

State Security Law Exam

IAR

Series 66

Date: 12/5/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/11/2004

General Securities Representative Examination

Current Firm

SHRIER WEALTH MANAGEMENT, LLC

CRD#: 332673 / SEC#: 801-131769

RIA

Registered Investment Advisory firm - (1/6/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

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

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

Contact information

Main Address

1925 Century Park East Suite 2020, Los Angeles, CA 90067

Mailing Address

Phone number

(310) 201-0200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE (5/23/2025)

Regulatory assets under management

Total Number of Accounts	364
AUM (Assets Under Management)	$ 323,237,773

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

xxxxx@xxxx.xxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lindsay S. Bourkoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsay Shrier Bourkoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES INC.

Primary Firm SEC Registration

SHRIER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/5/2006

SIE

Date: 10/1/2018

Series 7

Date: 2/11/2004

Current Firm

SHRIER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHRIER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors