IT
Irwan The
BATTLE GREEN ADVISORS
Lexington, MA
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CRD#: 7294768
IT
Professional summary
Irwan The is a registered financial advisor currently at BATTLE GREEN ADVISORS located in Lexington, Massachusetts.
Irwan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Irwan has worked at 1 firm and has passed the Series 65 exam.
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 Irwan The'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
July 14, 2021 - Present
BATTLE GREEN ADVISORS
RIA
CRD#: 310889
Lexington, MA
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
Massachusetts(7/14/2021)
Current Firm
BG
BATTLE GREEN ADVISORS
BATTLE GREEN ADVISORS | BATTLE GREEN ADVISORS LLC
CRD#: 310889 / SEC#:
Massachusetts
Registered Investment Advisory firm - (7/14/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lexington, MA
Mailing Address
Phone number
(781) 778-6029
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 14,042,482 |
Red Flags
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