Todd M. Ifkovits

JAY A. FISHMAN, LTD

Troy, MI 48084-4108

Some features on this profile are disabled

CRD#: 5839482

Professional summary

Todd Michael Ifkovits, CFA is a registered financial advisor currently at JAY A. FISHMAN, LTD located in Troy, Michigan.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Todd 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Michael Ifkovits'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®

CFA

Chartered Financial Analyst

Experience

Current

August 3, 2016 - Present

JAY A. FISHMAN, LTD

Office #1: 901 Wilshire Drive Suite 555, Troy, MI 48084-4108

RIA

CRD#: 105609

Troy, MI

Past

October 8, 2010 - December 31, 2015

JAY A. FISHMAN, LTD

RIA

CRD#: 105609

TROY, MI

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".

JAY A. FISHMAN, LTD

FISHMAN JAY A LTD | JAY A. FISHMAN, LTD

CRD#: 105609 / SEC#: 801-6618

RIA

Registered Investment Advisory firm - (5/31/1970 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

Florida
(3/1/2023)

IAR

Michigan
(8/3/2016)

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

JAY A. FISHMAN, LTD

FISHMAN JAY A LTD | JAY A. FISHMAN, LTD

CRD#: 105609 / SEC#: 801-6618

RIA

Registered Investment Advisory firm - (5/31/1970 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

901 Wilshire Drive Suite 555, Troy, MI 48084-4108

Mailing Address

Phone number

(248) 740-9400

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 2 - BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	524
AUM (Assets Under Management)	$ 1,119,753,338

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/04/2024	Cover Page	Report
10/31/2024	Cover Page	Report

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.

Similar Advisors

Jack Jerzewski

LPL ENTERPRISE, LLC

IAR

TROY, MI

Lyndon Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

IAR

Farmington Hills, MI

Michael Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Todd M. Ifkovits

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Michael Ifkovits's CRS (Customer Relationship Summary).

Certified licenses

Experience

JAY A. FISHMAN, LTD

JAY A. FISHMAN, LTD

Primary Firm SEC Registration

JAY A. FISHMAN, LTD

State Registrations and Notice Filings

Exams

Current Firm

JAY A. FISHMAN, LTD

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JAY A. FISHMAN, LTD

TRUST BUT VERIFY

Similar Advisors