Zachary Sirota

Iron Financial LLC

5 Years of Experience

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation Planning

Iron Financial LLC

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

249 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$472.1M

Fee Structure

Minimum Investment:$10K

Minimum Annual Fee:$200

Location

Cresskill, NJ

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Iron Financial LLC

May 2025 - Present · 9 mos

Previous Registrations

B. Riley Securities, INC.Broker

June 2018 - January 2023 · 4 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.