Irvin Schorsch has been President/Director/Secretary/Treasurer/Chief Compliance Officer of Pennsylvania Capital Management since August 1995, is a control person of the firm and directly owns 75% or more of it. Irvin Schorsch studied at Villanova University.
Pennsylvania Capital Management Inc. is a Huntingdon Valley, PA firm with $849M under management, 200 clients and 4 advisers across 7 offices, as of its March 2026 filing.
Irvin G. Schorsch III is Founder & President of Pennsylvania Capital Management. He founded the firm in 1995. He works with clients on multi-generational relationships and develops life planning strategies with them to help them reach their financial goals.
Irvin Schorsch’s longest registration is the current one, 30 years at Pennsylvania Capital Management since 1996.
- Western International Securities– · 5 yearsJenkintown, PA · Adviser representative · Firm CRD 39262
- – present · 30 yearsHuntingdon Valley, PA · Adviser representative · Firm CRD 107648
Professional designations
Listed by Pennsylvania Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Irvin Schorsch is registered as an investment adviser representative in 3 states. The first approvals date from April 1996; the most recent is Louisiana, in January 2014.
- LouisianaSince 13 January 2014
- PennsylvaniaSince 10 April 1996
- TexasSince 5 May 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 24 April 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 December 1992 |
| Series 15 | Foreign Currency Options Examination | 17 April 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 June 1982 |
| Series 7 | General Securities Representative Examination | 19 June 1982 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Foreign Currency Options Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Irvin G Schorsch
- CRD
- 1051228
- Firm
- Pennsylvania Capital Management · CRD 107648
- Role
- President/Director/Secretary/Treasurer/Chief Compliance Officer
- Office
- 1841 HUNTINGDON PIKE, Huntingdon Valley, PA 19006
- Registration
- Investment adviser registration
- In the industry since
- April 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pcmadvisors.com
Where does Irvin Schorsch work?
Irvin Schorsch has been President/Director/Secretary/Treasurer/Chief Compliance Officer of Pennsylvania Capital Management Inc. since August 1995, and is a control person of the firm.
Is Irvin Schorsch a financial advisor?
Yes. Irvin Schorsch has a current investment-adviser registration in Louisiana, Pennsylvania and Texas, through Pennsylvania Capital Management since April 1996.
How many years of experience does Irvin Schorsch have?
Irvin Schorsch has 30 years in the financial industry, since April 1996, across 2 adviser firms.
What exams has Irvin Schorsch passed?
Irvin Schorsch has passed 5 licensing exams: the Series 7, Series 63, Series 15, Series 65 and Series 24. The earliest, the Series 7, was passed in June 1982. FINRA credited Irvin Schorsch with the SIE, which began in October 2018.
Where is Irvin Schorsch based?
Irvin Schorsch’s registered office is in Huntingdon Valley, PA.
Is Irvin Schorsch registered with FINRA?
No. Irvin Schorsch has no current broker registration.
Is Irvin Schorsch a CFP?
Pennsylvania Capital Management lists Irvin Schorsch with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Irvin Schorsch’s record?
Search CRD 1051228 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Irvin Schorsch’s full registration record.