Ivy Hope Menchel

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2005 → 08/2021
  Sagemark Consulting / Lincoln Financial Advisors Corporation
  New York, NY
• 08/2021 → 05/2024
  Equitable Advisors Llc
  New York, NY
• 08/2021 → 12/2023
  Cmg Financial Planning, Ltd.
  Pearl River, NY
• 05/2024 → 12/2025
  Commonwealth Financial Network
  Waltham, MA
• 05/2024 → 12/2025
  Best Times Financial
  New York, NY
• 12/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2024-05-31 → 2025-12-01
  Commonwealth Financial Network
  New York, NY
  Waltham, MA
• 2021-08-03 → 2024-06-06
  Equitable Advisors, Llc
  New York, NY
  New York, NY
• 2021-09-09 → 2023-12-14
  Cmg Financial Planning, Ltd.
  Pearl River, NY
• 2005-02-15 → 2021-08-03
  Osaic Fa, Inc.
  Edison, NJ
  New York, NY
  New York, NY
  New York, NY
  Iselin, NJ
  New York, NY
• 2002-12-13 → 2003-06-09
  Morgan Stanley Dw Inc.
  New York, NY

Other Businesses

1. Association of Divorce Financial Planners, Virtual, New York NY 10165, United States, 01/01/2015, Committee Member, Professional Association, NIR, 5 HR/MO - 3 HR/MO TRADING 2. IVY MENCHEL, 60 E 42nd St - Suite 700, New York NY 10003, United States, 01/01/1994, Agent, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO - 5 HR/MO TRADING 3. FAMILY AND DIVORCE MEDIATION COUNCIL OF NY, virtual, New York NY 10165, United States, 11/01/2025, Committee Member, Networking, NIR, 2 HR/MO - 0 HR/MO TRADING 4. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 12/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 5. FAMILY WEALTH PLANNING PARTNERS, 60 E 42nd St - Suite 700, New York NY 10165 United States, 06/29/2010, Owner, Divorce Planning Services, NIR, 20 HR/MO - 15 HR/MO TRADING 6. Bespoke Legacy and Wealth Partners, 60 East 42nd Street, Suite 700, New York NY 10165, United States, 06/23/2026, President, DBA Name, INV REL, 35 HR/MO - 30 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-09
• S63 Uniform Securities Agent State Law Examination
  1993-11-03

Designations

• Certified Financial Planner