Chris Plechy, financial advisor Montville NJ

Chris Plechy

CRD Number: 4175740
Current Firm: Ic Advisory Services, Inc.

Chris Plechy (CRD# 4175740) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montville, NJ and has over 23 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Ic Advisory Services Inc. Montville, NJ Nov 2017 - Current 6
The Investment Center Inc. Montville, NJ Nov 2017 - Current 6
Ameriprise Financial Services, Inc. Florham Park, NJ Jul 2015 - Nov 2017 2
Stifel, Nicolaus & Company, Incorporated Florham Park, NJ Aug 2007 - Jul 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2000
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 Chris J. Plechy
Phone Number: 908-707-4422
Registered State(s):
  • CO
  • CT
  • FL
  • MA
  • NH
  • NJ
  • NY
  • NC
  • OR
  • PA
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    1,790
    MILLIONS
  • Total Number of Accounts
    5,736
    ACCOUNTS
  • Average Account Value
    $312,006
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
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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