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Igor Bampa schattan

Darwin Wealth Management

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About Igor Bampa schattan

Igor Bampa schattan is an investment advisor representative at Darwin Wealth Management, with over 5 years of experience in the financial services industry. Igor has passed both the Series 65 and SIE exams, and holds an active license as an Investment Advisor Representative in Florida. Prior to joining Darwin Wealth Management, Igor worked at Franklin Templeton, Morgan Stanley and Darwin Partners, LLC. Igor also holds licenses in insurance and is affiliated with Darwin Insurance Group, LLC. Igor specializes in providing financial planning, pension consulting and portfolio management for individuals.

Firm Information

Igor Bampa schattan is currently registered with Darwin Wealth Management. Darwin Wealth Management is a financial advisory firm located in Tampa, Florida, with 7 licensed agents and 3 investment advisor representatives. They manage approximately $570,644,163 in assets for 3,636 clients. They provide a variety of services, including financial planning, pension consulting, portfolio management for individuals, and publication of periodicals. Their client base includes high-net-worth individuals and individuals other than high-net-worth.
Darwin Wealth Management

4601 W NORTH A STREET

TAMPA, FL 33609-1909

$570.64M

Assets Under Management

Not reported

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Igor Bampa schattan’s Registration & Firm History

FL

12/14/2022 - Present

Darwin Wealth Management (TAMPA FL)

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Licenses & Designations

IA

Issued 11/09/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Igor Bampa schattan.
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