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Ian McElreath

Foreside Fund Services, LLC

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About Ian McElreath

Ian McElreath is a financial advisor currently associated with Foreside Fund Services, LLC, a firm based in El Segundo, CA. Ian McElreath has over 19 years of experience in the financial services industry and holds the following licenses: Series 6, 7, 63, and 65, as well as the SIE. Ian McElreath's previous employers include EMERSON EQUITY LLC, AMERITAS INVESTMENT COMPANY, LLC, CANTOR FITZGERALD & CO., REALTY CAPITAL SECURITIES, LLC, KBS CAPITAL MARKETS GROUP LLC, and PACIFIC SELECT DISTRIBUTORS, INC.. Ian McElreath is registered in 53 states and the District of Columbia, and is currently licensed to offer both Broker/Dealer and Investment Advisor services.

Firm Information

Ian McElreath is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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.

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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Ian McElreath’s Registration & Firm History

CA

09/18/2023 - Present

Foreside Fund Services, LLC (El Segundo CA)

FL

04/28/2021 - 08/25/2023

EMERSON EQUITY LLC (Tampa FL)

FL

11/26/2019 - 04/06/2021

AMERITAS INVESTMENT COMPANY, LLC (Daytona Beach FL)

NY

01/19/2016 - 09/25/2019

CANTOR FITZGERALD & CO. (NEW YORK NY)

NY

06/04/2009 - 12/08/2015

REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)

CA

04/17/2007 - 06/02/2009

KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)

CA

03/11/2004 - 04/18/2007

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 05/08/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2007

Series 7 - General Securities Representative Examination

BC

Issued 03/09/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ian McElreath.
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