Elliot Schrag

Ibn Financial Services, INC

17 Years of Experience

1 DisclosureBroker

View SEC Summary

Ibn Financial Services, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

27 advisors

Number of Clients

768 clients

Average Client Portfolio

$235K average

Assets Under Management

$180.5M

Location

40 Wall St, 28th Floor, New York, NY, 10005

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History

Regulatory History (1)

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Employment Separation After Allegations

April 2018

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Other Business Activities

Elliot works as a registered representative for Schrag Wealth Management Group, selling securities. This activity takes nearly full-time hours.

Employment History

Current Registrations

Ibn Financial Services, INC

August 2021 - Present · 4 yrs 6 mos

Ibn Financial Services, INC.

July 2018 - Present · 7 yrs 7 mos

Ibn Financial Services, INC.Broker

July 2018 - Present · 7 yrs 7 mos

Previous Registrations

Berthel, Fisher & Company Financial Services, INC.Broker

October 2015 - April 2018 · 2 yrs 6 mos

Sterne Agee Financial Services, INC.Broker

September 2014 - September 2015 · 1 yr

Wrp Investments, INC.Broker

November 2011 - September 2014 · 2 yrs 10 mos

LPL Financial LLCBroker

April 2010 - November 2011 · 1 yr 7 mos

First Investors CorporationBroker

July 2008 - April 2010 · 1 yr 9 mos

State Registrations3 states

GANJNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.