Richard Carlesco, financial advisor Liverpool NY

Richard Carlesco

CRD Number: 2135988
Current Firm: Ibn Financial Services, Inc.

Richard Carlesco (CRD# 2135988) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Ibn Financial Services, Inc. Liverpool, NY Jan 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1991
S65 NASAA Investment Advisors Law Examination Feb 2022
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard J. Carlesco
Phone Number: 315-652-4426
Registered State(s):
  • NY
  • PA
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    830
    ACCOUNTS
  • Average Account Value
    $196,459
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, ID, KS, KY, LA, MA, MD, NE, NJ, NY, OR, PA, RI, TN, TX, VA, WA

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