Unclaimed Profile

Derek Joseph Sinani

IRONWOOD WEALTH ADVISORS, LLC·SCOTTSDALE, Arizona

Series 7, Series 63, Series 66Clean record24 years registeredIRONWOOD WEALTH ADVISORS, LLC

17015 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85255CRD# 2716300Firm CRD# 155276

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Derek Joseph Sinani · SCOTTSDALE, AZ

Registration

CRD #2716300 · IRONWOOD WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

IRONWOOD WEALTH ADVISORS, LLC

Jan 2011 – present

FSC SECURITIES CORPORATION

Jun 2008 – Sep 2011

SCOTTSDALE, AZ

IRONWOOD ASSET MANAGEMENT, LLC

Nov 2004 – May 2011

SCOTTSDALE, AZ

FSC SECURITIES CORPORATION

Jun 2004 – Mar 2005

SCOTTSDALE, AZ

CUE

Jan 2002 – May 2004

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · January 1, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IRONWOOD WEALTH ADVISORS, LLC

CRD 155276 · SEC 801-72067

AUM

$54M

Regulatory assets under management

Employees

239 client accounts

Services offered by IRONWOOD WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IRONWOOD WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Derek Joseph Sinani offer?

Derek Joseph Sinani specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Derek Joseph Sinani's credentials?

Derek Joseph Sinani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Derek Joseph Sinani located?

Derek Joseph Sinani is based in SCOTTSDALE, Arizona, working with IRONWOOD WEALTH ADVISORS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Derek Joseph Sinani charge for services?

Derek Joseph Sinani's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IRONWOOD WEALTH ADVISORS, LLC?

IRONWOOD WEALTH ADVISORS, LLC has approximately 1 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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