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Ian Mindas

INTEGROUS WEALTH STRATEGIES
HAMILTON, NJ 08690
CRD#: 7474565
Some features on this profile are disabled
IM
Ian MindasINTEGROUS WEALTH STRATEGIES

Professional summary

Ian Mindas is a registered financial advisor currently at INTEGROUS WEALTH STRATEGIES located in Hamilton, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Hamilton, New Jersey.

Ian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Ian has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

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 Ian Mindas'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®
None

Experience

Current

May 26, 2026 - Present

INTEGROUS WEALTH STRATEGIES

Office #1: 2277 Route 33 Suite 415, Hamilton, NJ 08690
RIA
CRD#: 340613
HAMILTON, NJ
Current

May 26, 2026 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 2277 Route 33 Suite 415, Hamilton, NJ 08690Office #2: 80 State Street, Albany, NY 12207
BD
CRD#: 35747
Hamilton, NJ
Past

January 19, 2024 - May 28, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
HAMILTON, NJ
Past

January 19, 2024 - May 28, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
HAMILTON, NJ
Past

July 14, 2022 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
HAMILTON, NJ
Past

March 19, 2022 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
HAMILTON, NJ

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(5/26/2026)
IAR
New Jersey
(5/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/11/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/19/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/5/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

IW
INTEGROUS WEALTH STRATEGIES
INTEGROUS WEALTH STRATEGIES | INTEGROUS WEALTH STRATEGIES LLC

CRD#: 340613 / SEC#: 801-136294

RIA
Registered Investment Advisory firm - (5/21/2026 120-Day Approval)
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Contact information

Main Address
2277 Route 33 Suite 415, Hamilton, NJ 08690
Mailing Address
Phone number
(609) 586-9308
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INTEGROUS WEALTH STRATEGIES ADV PART 2A 05/26/2026 (5/26/2026)
0

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.

Company Information

INTEGROUS WEALTH STRATEGIES

CRD#: 340613Hamilton, NJ 08690

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