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ChFC

Irwin Scheineson

B.B. Graham & Company, INC.
43 Years of Experience
Sarasota, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Irwin Scheineson is a ChFC-designated registered investment advisor at B.B. Graham & Company, INC., based in Sarasota, FL, with 43 years of industry experience. Irwin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 427 clients with $320M in assets under management.

B.B. Graham & Company, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
427 clients
Average Client Portfolio
$753K average
Assets Under Management
$321.7M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.99%

Annual advisory fee is negotiated based on a percentage of investable assets, not to exceed 2.99%. Current client relationships may have higher or lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Sarasota, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Irwin is an owner-agent at Planning Works, LTD. LLC, an insurance sales business, since 1998, dedicating a few hours per week to this. Irwin also owns rental real estate property since 2022, spending minimal time managing it.

Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
April 2025 - Present · 1 yr 6 mos
B.B. Graham & Company, INC.
April 2025 - Present · 1 yr 6 mos
Previous Registrations
L.M. Kohn & Company
October 1999 - April 2025 · 25 yrs 6 mos
L.M. Kohn & CompanyBroker
March 1998 - April 2025 · 27 yrs 1 mo
Commonwealth Equity Services, INC.Broker
July 1992 - March 1998 · 5 yrs 8 mos
Kavanaugh Securities, INC.Broker
August 1988 - July 1992 · 3 yrs 11 mos
Walnut Street Securities, INC.Broker
June 1987 - April 1988 · 10 mos
Nylife Securities INC.Broker
December 1982 - September 1988 · 5 yrs 9 mos
State Registrations13 states
COCTFLGAILKYMDMINJNYOHPAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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