Ivan Edwin Magalit
Investment adviser representative at United Brokerage Services Inc
18 yearsExperience
1 stateRegistered in
$372.3MFirm assets
11 yearsFirm in business
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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.
- Portfolio management
Experience
18 years in the industry.
- United Brokerage Services, Inc.Oct 2025 to now
- Thrivent FinancialNov 2024 to Oct 2025
- Thrivent Investment Management IncOct 2024 to Oct 2025
- Ascend Behavior Consultants, LLCJul 2023 to Nov 2024
- Bank of America, N.A.Apr 2021 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2021 to Jul 2023
- Bank of America, N.A.Jun 2018 to Feb 2021
- Winding Woods Manor, LLCJun 2016 to Nov 2016
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2007 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (GA).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 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
- 6736807
- Firm CRD
- 39062