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Ian Andrew Post

Fifth Set Private Wealth Management LLC

Harrison, NY

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Current Employers
Fifth Set Private Wealth Management Llc

Larchmont, NY • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-29
NJ RA APPROVED 2021-04-13
NY RA APPROVED 2021-04-07
  • TX RA
    APPROVED
    Since 2024-03-29
  • NJ RA
    APPROVED
    Since 2021-04-13
  • NY RA
    APPROVED
    Since 2021-04-07

Branch Locations

600 Mamaroneck Avenue Suite 400, Harrison, NY 10528 • 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
Fifth Set Investment Advisors Llc Harrison NY 10/2011 Present
  • 10/2011 → Present
    Fifth Set Investment Advisors Llc
    Harrison, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-06
S63 Uniform Securities Agent State Law Examination 1994-06-01
  • S65 Uniform Investment Adviser Law Examination
    2006-03-06
  • S63 Uniform Securities Agent State Law Examination
    1994-06-01
Designations

View on SEC IAPD

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