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Ira Scott Materetsky

MATERETSKY FINANCIAL GROUP, INC.·BOYNTON BEACH, Florida
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 66CFPClean record22 years registeredMATERETSKY FINANCIAL GROUP, INC.
2240 WOOLBRIGHT ROAD, BOYNTON BEACH, FL 33426CRD# 2749161Firm CRD# 292353

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ira Scott Materetsky · BOYNTON BEACH, FL
Registration
CRD #2749161 · MATERETSKY FINANCIAL GROUP, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

PRIVATE CLIENT SERVICES, LLC
Jun 2018 – present
MATERETSKY FINANCIAL GROUP
Jun 2018 – present
ROYAL ALLIANCE ASSOCIATES, INC.
Sep 2003 – Jun 2018
BOYNTON BEACH, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 65
Series 66
Registration record
First registered · September 3, 2003
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MATERETSKY FINANCIAL GROUP, INC.
CRD 292353 · SEC 801-112829
AUM
$524M
Regulatory assets under management
Employees
8
1,920 client accounts
Services offered by MATERETSKY FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MATERETSKY FINANCIAL GROUP, INC. →
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Frequently Asked Questions

What services does Ira Scott Materetsky offer?
Ira Scott Materetsky specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BOYNTON BEACH, Florida for a consultation.
What are Ira Scott Materetsky's credentials?
Ira Scott Materetsky holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Ira Scott Materetsky located?
Ira Scott Materetsky is based in BOYNTON BEACH, Florida, working with MATERETSKY FINANCIAL GROUP, INC.. Their office serves clients in the BOYNTON BEACH metropolitan area and surrounding communities.
How does Ira Scott Materetsky charge for services?
Ira Scott Materetsky's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATERETSKY FINANCIAL GROUP, INC.?
MATERETSKY FINANCIAL GROUP, INC. has approximately 8 employees and manages $524M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MATERETSKY FINANCIAL GROUP, INC.

Howard Materetsky
BOYNTON BEACH, FL

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