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RIA / WealthAdvisor26 years in industry

MARC ALLEN ACKERMAN

Advisor at IFC ADVISORS LLC

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:dfffe471-b271-8c8d-86d1-cce7f6063183

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 15, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IFC ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 27, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 27, 1999
First registration: May 15, 2001
Dual registered: no
IAPD individual key: 3278937

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IFC ADVISORS LLC	Independent wealth	Nov 6, 2024	n/a	yes	LOS ANGELES, CA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Nov 29, 2012	Nov 13, 2024	no	LOS ANGELES, CA\|BEVERLY HILLS, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|BEVERLY HILLS, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Dec 10, 2012	no	Beverly Hills, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 19, 2007	Jun 1, 2009	no	BEVERLY HILLS, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	May 15, 2001	Oct 22, 2007	no	BEVERLY HILLS, CA\|BEVERLY HILLS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	IFC ADVISORS LLC	Nov 13, 2024	Nov 6, 2024	-7	Firm change	Wirehouse to new firm
MORGAN STANLEY	WELLS FARGO ADVISORS	Dec 10, 2012	Nov 29, 2012	-11	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
WELLS FARGO INVESTMENTS, LLC	CITIGROUP GLOBAL MARKETS INC.	Oct 22, 2007	Oct 19, 2007	-3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:332157:CA:2024-11-11	Nov 13, 2024	Nov 6, 2024	BEVERLY HILLS, CA	Firm change

Relationships

Registered with (5)

→ IFC ADVISORS LLCRegistered adviserregistration: current employment
Nov 6, 2024 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 29, 2012 to Nov 13, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Dec 10, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 19, 2007 to Jun 1, 2009factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
May 15, 2001 to Oct 22, 2007factForm ADV

Dated events

Occurred
Nov 13, 2024
Advisor changed firm
Marc Allen Ackerman left Wells Fargo Advisors for Ifc Advisors Llc (registered 2024-11-06)
Form ADVobserved 3 days ago