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CFP
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CFP

Ivy Menchel

32 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Ivy Menchel is a CFP-designated registered investment advisor, based in New York, NY, with 32 years of industry experience. Ivy is also registered as a broker, so some compensation may come from commissions on products sold.

Location

60 E 42nd St - Suite 700, New York, NY, 10165

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2018
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ivy sells fixed insurance, dedicating minimal time to this activity. She also owns Family Wealth Planning Partners, LLC, providing divorce planning services, which takes about 10-20% of her time.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
December 2025 - Present · 10 mos
Cambridge Investment Research Advisors, INC.
December 2025 - Present · 10 mos
Previous Registrations
Commonwealth Financial NetworkBroker
May 2024 - December 2025 · 1 yr 7 mos
Commonwealth Financial Network
May 2024 - December 2025 · 1 yr 7 mos
Cmg Financial Planning, LTD.
September 2021 - December 2023 · 2 yrs 3 mos
Equitable Advisors, LLC
August 2021 - June 2024 · 2 yrs 10 mos
Equitable Advisors, LLCBroker
August 2021 - June 2024 · 2 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
February 2005 - August 2021 · 16 yrs 6 mos
Lincoln Financial Advisors Corporation
February 2005 - August 2021 · 16 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
February 2005 - April 2006 · 1 yr 2 mos
Chase Investment Services CORP.Broker
June 2003 - November 2004 · 1 yr 5 mos
Morgan Stanley
December 2002 - June 2003 · 6 mos
Morgan Stanley Dw INC.Broker
November 1998 - June 2003 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1993 - November 1998 · 5 yrs 1 mo
State Registrations10 states
CACOCTDCFLNCNJNYOHTX
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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