Roman
Petryszyn
Ip Financial Advisory Services LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Roman Petryszyn is a financial advisor based in Henderson, Nevada who has 2 years of industry experience. Petryszyn is currently employed by Ip Financial Advisory Services LLC. Over the course of their career, they have held roles at Independent Advisors Group, Lincoln Financial Securities Corp, Sovereign Global Advisors, Innovation Partners LLC and Ip Financial Advisory Services LLC. Petryszyn holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in District Of Columbia, Nevada and New Jersey. Ip Financial Advisory Services LLC is a business based out of Charlotte, NC. The company has offices in 28 locations and a total of 92 people on staff. It administers $251 million in assets under management across its 2,025 customer accounts, making it one of the mid-sized firms in the country by assets under management. The advisory firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules usually vary depending on the type of services offered. Fee types charged by Ip Financial Advisory Services LLC may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ip Financial Advisory Services LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$250,478,648
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
92
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,025
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$123,693
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Roman Petryszyn Work History
Roman has been registered as a financial advisor for 2 years.*
Innovation Partners LLC
Ip Financial Advisory Services LLC
Sovereign Global Advisors
Independent Advisors Group
Lincoln Financial Securities Corp
*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 Roman Petryszyn 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 Ip Financial Advisory Services LLC
Miami, FL
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Irvine, CA
Macomb, MI
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
![SmartAsset logo](https://d31s10tn3clc14.cloudfront.net/imgs/smartasset_transparent_250.png)