Ira Gary Chernick

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2013 → 05/2019
  Cetera Advisor Networks Llc
  El Segundo, CA
• 05/2019 → 07/2022
  National Securities Corp
  Melville, NY
• 05/2019 → 07/2022
  National Asset Management
  Melville, NY
• 07/2022 → 07/2024
  Arete Wealth Management, Llc
  Chicago, IL
• 07/2022 → 07/2024
  Arete Wealth Advisors, Llc
  Chicago, IL
• 07/2024 → Present
  Lpl Financial, Llc
  Jericho, NY

Previous Registrations

• 2022-07-20 → 2024-07-22
  Arete Wealth Advisors, Llc
  Chicago, IL
  Melville, NY
• 2019-10-22 → 2022-07-21
  B. Riley Wealth Advisors, Inc.
  Melville, NY

Other Businesses

1 - 07/10/2024 - GOLD COAST CAPITAL MANAGEMENT CORP - Non-Variable Insurance - Inv Related - 20 Hours/Month - NY 11753 - OBA Start Date: 01/01/1995. 2 - 07/10/2024 - Gold Coast Capital Management Corp - DBA for LPL Business (entity for LPL business) - Inv Related - 20 Hours/Month - At reported business location(s).

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-12-16

Other Names

• Ira Gary Chernick
• Ira G Chernick