Ira Ravitz has been Chief Compliance of Beverly Hills Private Wealth since October 2022, is a control person of the firm and directly owns under 5% of it. Ira Ravitz holds a Bachelor's degree in Finance from Arizona State University.
Beverly Hills Private Wealth, LLC is a Beverly Hills, CA firm with $912M under management, 250 clients and 6 advisers in one office, as of its March 2026 filing.
Ira H. Ravitz is Managing Director, Co-Founder of Beverly Hills Private Wealth. Ira develops customized financial strategies that optimize balance sheets, deliver investment advice and support trust and trustee needs. He has a 26-year tenure in the financial services industry and previously held senior roles at two global wealth management institutions.
Ira Ravitz’s longest registration was 16 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2006–2022). Before joining Beverly Hills Private Wealth in 2022, Ira Ravitz was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc.
- – present · 4 yearsBeverly Hills, CA · Adviser representative · Firm CRD 321132
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 16 yearsBeverly Hills, CA · Adviser representative · Firm CRD 7691
- Citigroup Global Markets Inc.– · 7 yearsBeverly Hills, CA · Adviser representative · Firm CRD 7059
Professional designations
Listed by Beverly Hills Private Wealth
- Certified Investment Management Analyst (CIMA®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Ira Ravitz is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in October 2022.
- CaliforniaSince 10 October 2022
- TexasResidentSince 7 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 15 April 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 March 1999 |
| Series 7 | General Securities Representative Examination | 8 March 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ira Harry Ravitz
- CRD
- 2922734
- Firm
- Beverly Hills Private Wealth · CRD 321132
- Role
- Chief Compliance
- Office
- 350 S. BEVERLY DRIVE, SUITE 360, Beverly Hills, CA 90212
- Registration
- Investment adviser registration
- In the industry since
- March 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bhpw.com
Where does Ira Ravitz work?
Ira Ravitz has been Chief Compliance of Beverly Hills Private Wealth, LLC since October 2022, and is a control person of the firm.
Is Ira Ravitz a financial advisor?
Yes. Ira Ravitz has a current investment-adviser registration in California and Texas, through Beverly Hills Private Wealth since October 2022.
How many years of experience does Ira Ravitz have?
Ira Ravitz has 27 years in the financial industry, since March 1999, across 3 adviser firms.
What exams has Ira Ravitz passed?
Ira Ravitz has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 1999. FINRA credited Ira Ravitz with the SIE, which began in October 2018.
Where did Ira Ravitz work before Beverly Hills Private Wealth?
Before Beverly Hills Private Wealth, Ira Ravitz was registered through Citigroup Global Markets Inc., May 1999 to September 2006.
Where is Ira Ravitz based?
Ira Ravitz’s registered office is in Beverly Hills, CA.
Is Ira Ravitz registered with FINRA?
No. Ira Ravitz has no current broker registration.
How can I verify Ira Ravitz’s record?
Search CRD 2922734 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ira Ravitz’s full registration record.
