Ian C. Mcelreath
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ian Christopher Mcelreath, who also goes by Ian Christopher Mcelreath, was a registered financial professional .
Ian is a previously registered financial professional and started their career in finance in 2004. Ian had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 18, 2023 - October 31, 2025
FORESIDE FUND SERVICES, LLC
July 1, 2021 - August 25, 2023
EMERSON EQUITY LLC
April 28, 2021 - August 25, 2023
EMERSON EQUITY LLC
January 17, 2020 - April 20, 2021
20/20 CAPITAL MANAGEMENT, INC
November 26, 2019 - April 6, 2021
AMERITAS INVESTMENT COMPANY, LLC
May 8, 2019 - September 25, 2019
CANTOR FITZGERALD INVESTMENT ADVISORS
January 19, 2016 - September 25, 2019
CANTOR FITZGERALD & CO.
June 4, 2009 - December 8, 2015
REALTY CAPITAL SECURITIES, LLC
April 17, 2007 - June 2, 2009
KBS CAPITAL MARKETS GROUP LLC
March 11, 2004 - April 18, 2007
PACIFIC SELECT DISTRIBUTORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FORESIDE FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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