Anatoly Iofe
CPWA®Professional Summary
Anatoly Iofe, CPWA® is a registered financial advisor currently at ICEBRIDGE FINANCIAL GROUP located in Boca Raton, Florida and THE LEADERS GROUP, INC. located in Summit, New Jersey. Anatoly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Anatoly has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
ICEBRIDGE FINANCIAL GROUP | ICEBRIDGE FINANCIAL GROUP, LLC
Contact Information
Main Address
433 Plaza Real Suite 275, Boca Raton, FL 33432Phone Number
(561) 778-5060# of Employees
1Regulatory Assets Under Management
Total Number of Accounts
58AUM (Assets Under Management)
$70,000,000Similar Advisors
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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.
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State Registrations and Notice Filings
(10/17/2022)
(10/20/2022)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Anatoly Iofe's CRS (Customer Relationship Summary).
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