Ipi Wealth Management, Inc

Investment Advisor
in Briarcliff Manor, NY

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About this Advisor

David Cleary is a chartered financial analyst operating in Briarcliff Manor, New York with a total of 1 year of industry experience. Cleary is an advisor for Ipi Wealth Management, Inc. Cleary has gained experience at Crow Point Partners, #Ia Lazard Asset Management, Lazard Asset Management Securities LLC and Timber Point Capital Management. Cleary has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Ipi Wealth Management, Inc is an advisory firm based out of Decatur, IL. The company has offices in 43 locations and a total of 81 financial advisors. It administers $2 billion in total assets between its 9,785 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 17 charities and foundations. Of its 9,785 accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets. The company provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Ipi Wealth Management, Inc can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

555 Pleasantville Road #N202
Briarcliff Manor, NY 10510

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Ipi Wealth Management, Inc Brokerage Details

Total Assets Under Management


NY Average: $6,674,516,078
Total Number of Employees


NY Average: 44
Total Number of Accounts


NY Average: 2,564
Average Account Size


NY Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

David Cleary Work History

David has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Timber Point Capital Management

2017 - 2020 (3 years)

Crow Point Partners

2004 - 2017 (13 years)

Lazard Asset Management Securities LLC

1994 - 2017 (23 years)

#Ia Lazard Asset Management

*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.


Please visit the SEC profile of David Cleary 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 Ipi Wealth Management, Inc

Joe Myers
Surprise, AZ
Regina Unger
Decatur, IL
David Dahl
Decatur, IL
Andrew Dejong
Las Vegas, NV
Garrick Batley
Quincy, IL
Garvis Owens
Decatur, IL
Cory Neumiller
Decatur, IL
Jesse Rupp
Decatur, IL

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.

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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.

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