Anatoly Iofe

from Icebridge Financial Group
SEC regulated
Regulated Investment Advisor
Anatoly Iofe is a financial advisor based in Florida, Boca Raton, with 12 years of experience. Anatoly currently works for Icebridge Financial Group. Anatoly maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Anatoly Iofe works at Icebridge Financial Group
Icebridge Financial Group is a financial advisory firm based in Boca Raton, Florida. It currently has approximately $40,200,000 of assets under management and employs about 1 people. Icebridge Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
433 Plaza Real, Suite 275, Boca Raton, Florida, 33432

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