Ilan Meir Fersht
Investment Adviser Representative at Kelsey Financial, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ilan Meir Fersht is an investment adviser representative with Kelsey Financial, LLC in Oak Park, CA, where they have been registered since 2023. They have worked in the securities industry since 1983 and have been registered with 3 firms, including Western International Securities and Financial WEST Group. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Financial West GroupJun 1991 – Aug 2017Westlake Village, CA
- Western International Securities, Inc.Aug 2017 – May 2023Pasadena, CA
- Kelsey Financial, LLCMay 2023 – no end date reportedMoorpark, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kelsey Financial, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
- Up to $500,0001.50%
- $1,000,0001.23%
- $2,000,0000.94%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial Planning and Consulting, Asset Management, Retirement Planning, and College 529 Investing. The firm provides comprehensive financial planning, cash flow organization, investment monitoring, net worth tracking, and customized portfolio management.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Moorpark, CA
- SEC file number:
- 801-129004
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
View full firm profileOther advisors at Kelsey Financial, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ilan Meir Fersht has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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