Irwin Zagoria has been President and CEO of IMZ Advisory since April 2021, is a control person of the firm and directly owns under 5% of it.
Imz Advisory Inc. is a Boca Raton, FL firm with $453M under management, 442 clients and 3 advisers in one office, as of its August 2026 filing.
Irwin Zagoria is President of IMZ Financial Services Inc., based in Boca Raton. He started in the financial services industry in 1984 and has since helped establish qualified retirement plans, insurance plans and investment plans for individuals and businesses. He is a former member of the Million Dollar Round Table and Forum 400.
Irwin Zagoria’s longest registration was 20 years at Investacorp Advisory Services Inc (2000–2020). Before joining IMZ Advisory in 2021, Irwin Zagoria was registered through Securities America Advisors, Inc. and Investacorp Advisory Services Inc.
- Imz Advisory Inc.Current– present · 5 yearsBoca Raton, FL · Adviser representative · Firm CRD 314890
- Securities America Advisors, Inc.– · 3 yearsBoca Raton, FL · Adviser representative · Firm CRD 110518
- Investacorp Advisory Services Inc– · 20 yearsBoca Raton, FL · Adviser representative · Firm CRD 109011
Investment adviser representative registrations
Irwin Zagoria is registered as an investment adviser representative in Florida, since August 2021.
- FloridaSince 27 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 6 June 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 February 1995 |
| Series 7 | General Securities Representative Examination | 17 May 1986 |
- Name
- Investment Banking Registered Representative Examination
- 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
- Irwin Michael Zagoria
- CRD
- 1424184
- Firm
- IMZ Advisory · CRD 314890
- Role
- President and CEO
- Office
- 137 W. Royal Palm Road, Boca Raton, FL 33432
- Registration
- Investment adviser registration
- In the industry since
- August 1986
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- imzfinancialservices.com
Where does Irwin Zagoria work?
Irwin Zagoria has been President and CEO of Imz Advisory Inc. since April 2021, and is a control person of the firm.
Is Irwin Zagoria a financial advisor?
Yes. Irwin Zagoria has a current investment-adviser registration in Florida, through IMZ Advisory since August 2021.
How many years of experience does Irwin Zagoria have?
Irwin Zagoria has 40 years in the financial industry, since August 1986, across 3 adviser firms.
What exams has Irwin Zagoria passed?
Irwin Zagoria has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 79TO. The earliest, the Series 7, was passed in May 1986. FINRA credited Irwin Zagoria with the SIE, which began in October 2018.
Where did Irwin Zagoria work before IMZ Advisory?
Before IMZ Advisory, Irwin Zagoria was registered through Investacorp Advisory Services Inc, June 2000 to July 2020.
Where is Irwin Zagoria based?
Irwin Zagoria’s registered office is in Boca Raton, FL.
Is Irwin Zagoria registered with FINRA?
No. Irwin Zagoria has no current broker registration.
How can I verify Irwin Zagoria’s record?
Search CRD 1424184 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Irwin Zagoria’s full registration record.