IM
IM

Ivan Edwin Magalit

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
1,904 clients
Average Client Portfolio
$204K average
Assets Under Management
$389.1M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000
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Location

Smyrna, GA

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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 Activities

Ivan works as a management consultant for Ascend Behavior Consultants, LLC, dedicating about 10-20% of his time. He is also the co-founder of The A.U.T Initiative, a non-profit organization, where he spends minimal time in management consulting.

Employment History
Current Registrations
United Brokerage Services INC
October 2025 - Present · 4 mos
United Brokerage Services, INCBroker
October 2025 - Present · 4 mos
Previous Registrations
Thrivent Investment Management INC.
October 2024 - October 2025 · 1 yr
Thrivent Investment Management INC.Broker
October 2024 - October 2025 · 1 yr
Thrivent Investment Management INC.
October 2024 - October 2024 · 0 mos
Thrivent Investment Management INC.Broker
October 2024 - October 2024 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2021 - July 2023 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2021 - July 2023 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2017 - February 2021 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2017 - February 2021 · 4 yrs 1 mo
State Registrations1 state
GA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.