Unclaimed Profile

Ian Seth Podbelski

POLEN CAPITAL MANAGEMENT, LLC·BOCA RATON, Florida

SIE, Series 7, Series 31, Series 66Clean record24 years registeredPOLEN CAPITAL MANAGEMENT, LLC

2700 N. MILITARY TRAIL, BOCA RATON, FL 33431CRD# 4320282Firm CRD# 106093

Profile Verification

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

Identity

Ian Seth Podbelski · BOCA RATON, FL

Registration

CRD #4320282 · POLEN CAPITAL MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: POLEN CAPITAL MANAGEMENT, LLC

MANAGERS INVESTMENT GROUP LLC

Oct 2006 – Jun 2008

PHILADELPHIA, PA

MORGAN STANLEY

Jan 2002 – Aug 2005

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · January 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POLEN CAPITAL MANAGEMENT, LLC

CRD 106093 · SEC 801-15180

AUM

$43.2B

Regulatory assets under management

Employees

173

3,397 client accounts

Services offered by POLEN CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at POLEN CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ian Seth Podbelski offer?

Ian Seth Podbelski specializes in Investment Management, Retirement Planning, Wealth Management.

What are Ian Seth Podbelski's credentials?

Ian Seth Podbelski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ian Seth Podbelski located?

Ian Seth Podbelski is based in BOCA RATON, Florida, last registered with POLEN CAPITAL MANAGEMENT, LLC.

How does Ian Seth Podbelski charge for services?

Ian Seth Podbelski's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POLEN CAPITAL MANAGEMENT, LLC?

POLEN CAPITAL MANAGEMENT, LLC has approximately 173 employees and manages $43.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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