Anatoly
Iofe
Icebridge Financial Group
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About this Advisor
Anatoly Iofe is a financial advisor based in Boca Raton, Florida who has 1 year of industry experience. Iofe is an employee of Icebridge Financial Group. During their career, the advisor has held roles at Keller Williams Realty Boca Raton, Ubs Investment Bank, Merrill Lynch, Deutsche Bank, Icebridge Estates, North Western Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Ubs Financial Services Inc, Icebridge Financial Group, LLC, Icebridge Financial Management, LLC and The Leaders Group Inc. Iofe has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Icebridge Financial Group is a registered investment business that has its headquarters in Boca Raton, FL. Icebridge Financial Group offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely are based on which service is provided. However, fees billed by Icebridge Financial Group most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Icebridge Financial Group Brokerage Details
1
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Anatoly Iofe Work History
Anatoly has been registered as a financial advisor for 1 years.*
Icebridge Financial Group, LLC
Icebridge Financial Management, LLC
The Leaders Group Inc
North Western Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Ubs Financial Services Inc
Keller Williams Realty Boca Raton
Icebridge Estates
Ubs Investment Bank
Merrill Lynch
Deutsche Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anatoly Iofe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Icebridge Financial Group
Boca Raton, FL
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