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Jerald Wank

Wank & Liptzin Advisory Services LLC

Mineola, NY

CRD 4650109

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Employer firm

Wank & Liptzin Advisory Services LLC CRD 126215

$19.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Wank & Liptzin Advisory Services Llc

585 Stewart Avenue Suite 600, Garden City, NY 11530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-05
  • NY RA
    APPROVED
    Since 2021-08-05

Branch Locations

114 Old Country Road, Mineola, NY 11501 • 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
Wank & Liptzin Advisory Services Llc Mineola NY 01/1998 Present
Other Businesses

Wank & Liptzin LLP Partner CPA Firm - Tax and Accounting Services. Not investment related

View on SEC IAPD

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Nearby Investors

Kaitlin Martinez
Daniel Farrell
Daniel Joseph Salsberg

Nearby Offices

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