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Lori Zager

Ingalls Investment Management, LLC

New York, NY

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Current Employers
Ingalls Investment Management, Llc

1 Rockefeller Plaza 7Th Floor, New York, NY 10020 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-10
NY RA APPROVED 2026-08-10
  • CA RA
    APPROVED
    Since 2026-08-10
  • NY RA
    APPROVED
    Since 2026-08-10

Branch Locations

1 Rockefeller Plaza 7Th Floor, New York, NY 10020

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
Portsmouth Financial Services, Inc. San Rafael CA 05/2016 06/2017
Ingalls & Snyder Llc New York NY 07/2017 Present
Ingalls Investment Management, Llc New York NY 08/2026 Present
  • 05/2016 → 06/2017
    Portsmouth Financial Services, Inc.
    San Rafael, CA
  • 07/2017 → Present
    Ingalls & Snyder Llc
    New York, NY
  • 08/2026 → Present
    Ingalls Investment Management, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-14
S63 Uniform Securities Agent State Law Examination 1982-01-14
  • S66 Uniform Combined State Law Examination
    2016-12-14
  • S63 Uniform Securities Agent State Law Examination
    1982-01-14

View on SEC IAPD

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