Seth Finkelstein, financial advisor Bedminster NJ

Seth Finkelstein

CRD Number: 5067083
Current Firm: Ic Advisory Services, Inc.

Seth Finkelstein (CRD# 5067083) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
The Investment Center Inc. Rochelle Park, NJ Jul 2016 - Current 5
Ic Advisory Services, Inc. Rochelle Park, NJ Jul 2016 - Current 5
Ameriprise Financial Services Inc. Saddle Brook, NJ May 2010 - Jul 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Seth Finkelstein
Phone Number: 908-707-4422
Registered State(s):
  • FL
  • ME
  • NH
  • NJ
  • NY
  • PA
  • VT
By the Numbers
  • Total Assets Under Management
    1,660
    MILLIONS
  • Total Number of Accounts
    5,156
    ACCOUNTS
  • Average Account Value
    $321,996
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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