Ilan Fersht has been an investment adviser representative at Kelsey Financial since May 2023, and is not listed among the firm’s executive officers or direct owners.
Kelsey Financial, LLC is a Moorpark, CA firm with $176M under management, 275 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Ilan Fersht’s longest registration was 16 years at Financial West Group (2000–2016). Before joining Kelsey Financial in 2023, Ilan Fersht was registered through Western International Securities and Financial West Group.
- Kelsey Financial, LLCCurrent– present · 3 yearsOak Park, CA · Adviser representative · Firm CRD 314950
- Western International Securities– · 5 yearsNorthridge, CA · Adviser representative · Firm CRD 39262
- Financial West Group– · 16 yearsAgoura Hills, CA · Adviser representative · Firm CRD 16668
Investment adviser representative registrations
Ilan Fersht is registered as an investment adviser representative in California, since May 2023.
- CaliforniaSince 25 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 7 July 1992 |
| Series 24 | General Securities Principal Examination | 2 June 1992 |
| Series 7 | General Securities Representative Examination | 20 August 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Ilan Meir Fersht
- CRD
- 1174011
- Firm
- Kelsey Financial · CRD 314950
- Office
- Oak Park, CA
- Registration
- Investment adviser registration
- In the industry since
- September 1983
- Disciplinary history
- Not yet shown here · SEC record
Where does Ilan Fersht work?
Ilan Fersht is an investment adviser representative registered through Kelsey Financial, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Ilan Fersht a financial advisor?
Yes. Ilan Fersht has a current investment-adviser registration in California, through Kelsey Financial since May 2023.
How many years of experience does Ilan Fersht have?
Ilan Fersht has 43 years in the financial industry, since September 1983, across 3 adviser firms.
What exams has Ilan Fersht passed?
Ilan Fersht has passed 3 licensing exams: the Series 7, Series 24 and Series 63. The earliest, the Series 7, was passed in August 1983. FINRA credited Ilan Fersht with the SIE, which began in October 2018.
Where did Ilan Fersht work before Kelsey Financial?
Before Kelsey Financial, Ilan Fersht was registered through Western International Securities, October 2017 to May 2023; Financial West Group, April 2000 to November 2016.
Where is Ilan Fersht based?
Ilan Fersht’s registered office is in Oak Park, CA.
Is Ilan Fersht registered with FINRA?
No. Ilan Fersht has no current broker registration.
How can I verify Ilan Fersht’s record?
Search CRD 1174011 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ilan Fersht’s full registration record.