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Elliot Schrag

IBN Financial Services, Inc.

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About Elliot Schrag

Elliot Schrag is a registered representative with IBN Financial Services, Inc. based in New York, New York. Elliot has been in the financial services industry since 2008. Elliot previously worked at BertheL, Fisher & Company Financial Services, Inc., Sterne Agee Financial Services, Inc., WRP Investments, Inc., LPL Financial LLC and First Investors Corporation. Elliot holds Series 6, 7, 63 and SIE securities licenses. Elliot's specialties include Portfolio Management for Individuals, Selection of Other Advisers and Financial Planning.

Firm Information

Elliot Schrag is currently registered with IBN Financial Services, Inc.. IBN Financial Services, Inc. is a Corporation formed in 1995 and headquartered in Liverpool, NY. They are a registered investment advisor with the SEC and in 49 states. IBN Financial Services, Inc. provides financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $163 million in assets for 830 clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
IBN Financial Services, Inc.

404 OLD LIVERPOOL RD

LIVERPOOL, NY 13088

$163.06M

Assets Under Management

Not reported

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection and monitoring fees

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Elliot Schrag’s Registration & Firm History

NY

08/26/2021 - Present

IBN Financial Services, Inc. (New York NY)

NY

10/09/2015 - 04/23/2018

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (New York NY)

NY

09/12/2014 - 09/14/2015

STERNE AGEE FINANCIAL SERVICES, INC. (NEW YORK NY)

NY

11/18/2011 - 09/12/2014

WRP INVESTMENTS, INC. (NEW YORK NY)

NY

04/19/2010 - 11/29/2011

LPL FINANCIAL LLC (NEW YORK NY)

NY

07/22/2008 - 04/19/2010

FIRST INVESTORS CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2011

Series 7 - General Securities Representative Examination

BC

Issued 07/21/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Elliot Schrag. Review regulatory record here.
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