Ian Post has been Managing Member/Chief Compliance Officer of Fifth Set Private Wealth Management since January 2006, is a control person of the firm and directly owns 75% or more of it. Ian Post holds an MBA in Finance and Statistics from New York University and a BS in Engineering and Public Policy from Washington University.
Fifth Set Private Wealth Management LLC is a firm with $160M under management, 63 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Ian A. Post is founder and principal of Fifth Set Private Wealth Management LLC, based in Larchmont, New York. Before founding the firm, his career began as a fundamental equity research analyst at Citigroup, Credit Lyonnais, and CIBC World Markets.
- – present · 5 yearsHarrison, NY · Adviser representative · Firm CRD 159118
Professional designations
Listed by Fifth Set Private Wealth Management
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Ian Post is registered as an investment adviser representative in 3 states. The first approvals date from April 2021; the most recent is Texas, in March 2024.
- New JerseySince 13 April 2021
- New YorkSince 7 April 2021
- TexasSince 29 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 March 2006 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 13 December 2004 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 1 November 2004 |
| Series 24 | General Securities Principal Examination | 7 September 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 June 1994 |
| Series 7 | General Securities Representative Examination | 11 May 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ian Andrew Post
- CRD
- 2482832
- Firm
- Fifth Set Private Wealth Management · CRD 159118
- Role
- Managing Member/Chief Compliance Officer
- Office
- 600 Mamaroneck Avenue, Suite 400, Harrison, NY 10528
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fifthsetwealth.com
Where does Ian Post work?
Ian Post has been Managing Member/Chief Compliance Officer of Fifth Set Private Wealth Management LLC since January 2006, and is a control person of the firm.
Is Ian Post a financial advisor?
Yes. Ian Post has a current investment-adviser registration in New Jersey, New York and Texas, through Fifth Set Private Wealth Management since April 2021.
How many years of experience does Ian Post have?
Ian Post has 5 years in the financial industry, since April 2021, across 1 adviser firm.
What exams has Ian Post passed?
Ian Post has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 86, Series 87 and Series 65. The earliest, the Series 7, was passed in May 1994.
Where is Ian Post based?
Ian Post’s registered office is in Harrison, NY.
Is Ian Post registered with FINRA?
No. Ian Post has no current broker registration.
Is Ian Post a CFP?
Fifth Set Private Wealth Management lists Ian Post with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Source: Ian A. Post – CFA, CFP® biography, fifthsetwealth.com
Is Ian Post a CFA charterholder?
Fifth Set Private Wealth Management lists Ian Post with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Ian A. Post – CFA, CFP® biography, fifthsetwealth.com
How can I verify Ian Post’s record?
Search CRD 2482832 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ian Post’s full registration record.