Ira Scott Materetsky
Investment adviser representative at Materetsky Financial Group
30 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$720.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Private Client ServicesJun 2018 to now
- Materetsky Financial Group, Inc.May 1996 to now
- Royal Alliance Associates, Inc.Jul 1996 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Materetsky Financial Group
Legal name: Materetsky Financial Group, Inc.
$720.8MAssets managed
830Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2749161
- Firm CRD
- 292353