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Detailed Report
BARRY IRA HERTZBERG
BARRY HERTZBERG
CRD#: 2997138
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Investment Adviser
MOLLER WEALTH PARTNERSCRD#: 110493 ONE NORTHFIELD PLAZA, SUITE 200
NORTHFIELD, IL 60093-1211
Registration History
200420062008201020122014201620182020202220242026IAMOLLER WEALTH PARTNERS (CRD# 110493)2024 - Present (<1 year)IASUSSEX FINANCIAL GROUP, INC (CRD# 18313)2016 - 2024 (8 years)IASPRINGSIDE PARTNERS LLC (CRD# 172934)2015 - 2016 (1 year)IASLSF INVESTMENT SERVICES, L.L.C. (CRD# 134153)2005 - 2015 (10 years)IAFGMK, LLC (CRD# 123708)2004 - 2005 (<1 year)
License(s)

State Registrations

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Illinois 8/2/2024
Current Registration(s)
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MOLLER WEALTH PARTNERS (CRD#:110493)
ONE NORTHFIELD PLAZA, SUITE 200, NORTHFIELD, IL 60093-1211
Registered with this firm since 8/2/2024
Previous Registration(s)
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 06/01/2016 - 09/30/2024 SUSSEX FINANCIAL GROUP, INC (CRD#:18313) DEERFIELD, IL
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 01/14/2015 - 08/01/2016 SPRINGSIDE PARTNERS LLC (CRD#:172934) Skokie, IL
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 02/18/2005 - 12/04/2015 SLSF INVESTMENT SERVICES, L.L.C. (CRD#:134153) SKOKIE, IL
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 05/05/2004 - 02/17/2005 FGMK, LLC (CRD#:123708) BANNOCKBURN, IL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.