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Michael Thomas Ivcic

Bancroft Capital, LLC

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About Michael Thomas Ivcic

Michael Ivcic is a licensed financial professional with over 9 years of experience in the industry. He is currently registered with Bancroft Capital, LLC, a firm dedicated to providing a range of financial services. Michael has a broad range of experience, having previously been registered with Drexel Hamilton, LLC. He holds several industry credentials, including the Series 7, 52, 53, 50, 54 and 63 exams. His areas of specialization are "1" and "2".

Firm Information

Michael Ivcic is currently registered with Bancroft Capital, LLC. Bancroft Capital, LLC is a Limited Liability Company formed in July 2017. The firm provides financial planning and pension consulting services to a variety of clients. They are registered with the SEC and in 34 states. They have 4 investment adviser representatives and 4 registered representatives.

Not reported

Assets Under Management

Not reported

Total Clients

30

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.

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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percentage of assets

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

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Michael Ivcic’s Registration & Firm History

PA

06/14/2018 - Present

Bancroft Capital, LLC (FORT WASHINGTON PA)

NY

11/26/2013 - 06/14/2018

DREXEL HAMILTON, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/11/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2023

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 05/14/2018

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/21/2022

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2018

Series 52 - Municipal Securities Representative Examination

BC

Issued 11/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Thomas Ivcic.
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