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Ira Scott Materetsky

MATERETSKY FINANCIAL GROUP, INC.·BOYNTON BEACH, Florida
CFPSeries 53Series 24Series 52Series 7Series 66Series 65Series 63SIELicensed in 18 states
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2240 WOOLBRIGHT ROAD, BOYNTON BEACH, FL 33426CRD# 2749161Firm CRD# 292353
01

About

Ira Scott Materetsky is a registered financial advisor based in BOYNTON BEACH, Florida, affiliated with MATERETSKY FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MATERETSKY FINANCIAL GROUP, INC.
MATERETSKY FINANCIAL GROUP
AUM
$524M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at MATERETSKY FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2749161
Firm CRD# 292353
No disclosures on file
View on FINRA BrokerCheck →

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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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J. Gary Kosinski — KORE ADVISORS LPCory Brett Nass — KORE ADVISORS LPJohn M Mccann — THISTLE ASSET CONSULTING, INC.Howard Materetsky — MATERETSKY FINANCIAL GROUP, INC.Alec Mallinger — KORE ADVISORS LP
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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