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Advisors
31yrs

Ian Auerbach

Financial advisor at Meadowbrook Advisors

Ian Auerbach is a fiduciary financial advisor with 31 years of industry experience. Ian has been with Meadowbrook Advisors since 2025; before that, Ian spent 16 years at RBC Capital Markets and six years at J. B. Hanauer & Co.. Meadowbrook Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

Cali, nullTop 14% by experience nationwideFiduciary advisor
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At a glance

Experience31 years (since 1995)
How that compares ?Top 14% by experience nationwide
OfficeCali, null
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.26 million
Advisors at the firm3
States licensed ?1 state

Services through Meadowbrook Advisors

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Aug 2025 – now
  2. 2009 – 2025
  3. 2003 – 2009
    J. B. Hanauer & Co.Previously

Questions to ask Ian

Tailored to Ian’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ian

How do I contact Ian?

Call Meadowbrook Advisors at 973-370-7850 and ask for Ian Auerbach. Ian works from the Cali, null office.

How long has Ian been a financial advisor?

Ian has been in the industry since 1995, about 31 years. Top 14% by experience nationwide.

What licenses does Ian hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Ian a fiduciary?

Ian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ian paid?

Meadowbrook Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Ian for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.