Ian Mindas is a CFP-designated registered investment advisor at Integrous Wealth Strategies, based in Hamilton, NJ, with 4 years of industry experience. Ian is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 441 clients with $220M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2277 Route 33, Suite 415, Hamilton, NJ, 08690
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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.
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Ian works as a Registered Client Service Associate at Personal Wealth Strategies, assisting advisors with clerical work and documenting meetings. This activity is investment-related and takes nearly all of Ian's time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Integrous Wealth Strategies
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations1 state
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
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