Irving Gluck

IRVING GLUCK CERTIFIED PUBLIC ACCOUNTANT

Brooklyn, NY 11204

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CRD#: 7428541

Professional summary

Irving Gluck is a registered financial advisor currently at IRVING GLUCK CERTIFIED PUBLIC ACCOUNTANT located in Brooklyn, New York.

Irving is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Irving 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.

Self Employed Attorney At Law

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Irving Gluck'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®

None

Experience

Current

November 29, 2021 - Present

IRVING GLUCK CERTIFIED PUBLIC ACCOUNTANT

Office #1: 5314 18th Ave, Brooklyn, NY 11204

RIA

CRD#: 315735

Brooklyn, NY

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

New York
(11/29/2021)

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 65

Date: 11/22/2021

Uniform Investment Adviser Law Examination

Current Firm

IRVING GLUCK CERTIFIED PUBLIC ACCOUNTANT

IRVING GLUCK | IRVING GLUCK CPA | IRVING GLUCK CERTIFIED PUBLIC ACCOUNTANT | IRVING GLUCK ATTORNEY AT LAW

CRD#: 315735 / SEC#:

New York

Registered Investment Advisory firm - (11/29/2021 Approved)

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Contact information

Main Address

5314 18th Ave, Brooklyn, NY 11204

Mailing Address

Phone number

(212) 233-4401

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Irving Gluck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Irving Gluck's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRVING GLUCK CERTIFIED PUBLIC ACCOUNTANT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2021

Current Firm

IRVING GLUCK CERTIFIED PUBLIC ACCOUNTANT

Contact information

Documents

Red Flags

Company Information

IRVING GLUCK CERTIFIED PUBLIC ACCOUNTANT

TRUST BUT VERIFY

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