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Ian Andrew Post

FIFTH SET PRIVATE WEALTH MANAGEMENT LLC·LARCHMONT, New York
Series 7, Series 24, Series 63, Series 65, Series 86, Series 87Clean record5 years registeredFIFTH SET PRIVATE WEALTH MANAGEMENT LLC
10 WOODS WAY, LARCHMONT, NY 10538CRD# 2482832Firm CRD# 159118

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ian Andrew Post · LARCHMONT, NY
Registration
CRD #2482832 · FIFTH SET PRIVATE WEALTH MANAGEMENT LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

FIFTH SET PRIVATE WEALTH MANAGEMENT LLC
Apr 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Series 86
Series 87
Registration record
First registered · April 7, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIFTH SET PRIVATE WEALTH MANAGEMENT LLC
CRD 159118 · SEC 801-110682
AUM
$141M
Regulatory assets under management
Employees
3
346 client accounts
Services offered by FIFTH SET PRIVATE WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FIFTH SET PRIVATE WEALTH MANAGEMENT LLC →
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Frequently Asked Questions

What services does Ian Andrew Post offer?
Ian Andrew Post specializes in Financial Planning, Investment Management. Contact their office in LARCHMONT, New York for a consultation.
What are Ian Andrew Post's credentials?
Ian Andrew Post is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ian Andrew Post located?
Ian Andrew Post is based in LARCHMONT, New York, working with FIFTH SET PRIVATE WEALTH MANAGEMENT LLC. Their office serves clients in the LARCHMONT metropolitan area and surrounding communities.
How does Ian Andrew Post charge for services?
Ian Andrew Post'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 FIFTH SET PRIVATE WEALTH MANAGEMENT LLC?
FIFTH SET PRIVATE WEALTH MANAGEMENT LLC has approximately 3 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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