Irwin Scheineson
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
Sarasota, FL
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Regulatory History
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.
Learn about disclosures →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.
B.B. Graham & Company, INC.Broker
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
Commonwealth Equity Services, INC.Broker
Kavanaugh Securities, INC.Broker
Walnut Street Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations13 states
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.