Tiago Machry has been an investment adviser representative at Ivanoff Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners.
Ivanoff Wealth Management Inc. is a Cypress, CA firm with $174M under management, 618 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Tiago Machry is Managing Partner of the Tennessee office of Ivanoff Wealth Management Inc. He has years of experience owning and operating auto dealerships and pursuing a variety of business ventures. Machry earned his Series 65 registration and life insurance license and leads the firm's Tennessee office.
- – present · 1 yearClarksville, TN · Adviser representative · Firm CRD 325275
Investment adviser representative registrations
Tiago Machry is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- CaliforniaSince 6 February 2025
- TennesseeSince 13 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 November 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8035216
- Firm
- Ivanoff Wealth Management · CRD 325275
- Office
- 2684 Townsend Ct., Suite B, Clarksville, TN 37043
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ivanoffwealthmanagement.com
Where does Tiago Machry work?
Tiago Machry is an investment adviser representative registered through Ivanoff Wealth Management Inc. since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Tiago Machry a financial advisor?
Yes. Tiago Machry has a current investment-adviser registration in California and Tennessee, through Ivanoff Wealth Management since February 2025.
How many years of experience does Tiago Machry have?
Tiago Machry has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Tiago Machry passed?
Tiago Machry passed the Series 65 in November 2024.
Where is Tiago Machry based?
Tiago Machry’s registered office is in Clarksville, TN.
Is Tiago Machry registered with FINRA?
No. Tiago Machry has no current broker registration.
How can I verify Tiago Machry’s record?
Search CRD 8035216 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tiago Machry’s full registration record.
