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Ira Harry Ravitz

Beverly Hills Private Wealth, LLC

Beverly Hills, CA

CRD 2922734

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Employer firm

Beverly Hills Private Wealth, LLC CRD 321132

$912M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Beverly Hills Private Wealth, Llc

350 S. Beverly Drive Suite 360, Beverly Hills, CA 90212 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-10
TX RA APPROVED_RES 2022-10-10
  • CA RA
    APPROVED
    Since 2022-10-10
  • TX RA
    APPROVED_RES
    Since 2022-10-10

Branch Locations

350 S. Beverly Drive Suite 360, Beverly Hills, CA 90212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Beverly Hills CA 09/2006 10/2022
Bank Of America,Na Beverly Hills CA 09/2009 10/2022
Beverly Hills Private Wealth, Llc Beverly Hills CA 10/2022 Present
  • 09/2006 → 10/2022
    Merrill Lynch, Pierce, Fenner & Smith
    Beverly Hills, CA
  • 09/2009 → 10/2022
    Bank Of America,Na
    Beverly Hills, CA
  • 10/2022 → Present
    Beverly Hills Private Wealth, Llc
    Beverly Hills, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-15
S63 Uniform Securities Agent State Law Examination 1999-03-12
  • S65 Uniform Investment Adviser Law Examination
    1999-04-15
  • S63 Uniform Securities Agent State Law Examination
    1999-03-12

View on SEC IAPD

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EAGLE STRATEGIES LLC · Pasadena, CA
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