Iam Advisory LLC

Iam Advisory LLC (CRD# 305492) is a financial advisory firm headquartered in Easton, PA. They manage $572,439,714 in 2,719 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
137 North Second Street, Easton, PA 18042
http://www.iamadvisoryllc.com
By the Numbers
  • Total Assets Under Management
    572
    MILLION
  • Total Number of Accounts
    2,719
    ACCOUNTS
  • Average Account Value
    $210,533
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DE, FL, GA, MA, MD, NC, NJ, NY, PA, SC, TX, VA

Financial Advisors at Iam Advisory LLC
Showing 1 - 8 of 8 top financial advisors.
1
James Bartolacci, financial advisor Easton PA
James A. Bartolacci
CRD#: 2742370
137 North Second Street, Easton, PA 18042

James Bartolacci (CRD# 2742370) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 27 years of experience in the finance industry.

2
John Bianchi, financial advisor Easton PA
John C. Bianchi
CRD#: 2197754
137 North Second Street, Easton, PA 18042

John Bianchi (CRD# 2197754) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 32 years of experience in the finance industry.

3
Ryan Conlin, financial advisor Easton PA
Ryan J. Conlin
CRD#: 5789320
137 North Second Street, Easton, PA 18042

Ryan Conlin (CRD# 5789320) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 13 years of experience in the finance industry.

4
Stephen Gooditis, financial advisor Easton PA
Stephen G. Gooditis
CRD#: 1800993
137 North Second Street, Easton, PA 18042

Stephen Gooditis (CRD# 1800993) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 36 years of experience in the finance industry.

5
Stephen Kronick, financial advisor Easton PA
Stephen Kronick
CRD#: 1145926
137 North Second Street, Easton, PA 18042

Stephen Kronick (CRD# 1145926) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 31 years of experience in the finance industry.

6
Joseph Parsons, financial advisor Easton PA
Joseph C. Parsons
CRD#: 869879
137 North Second Street, Easton, PA 18042

Joseph Parsons (CRD# 869879) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 44 years of experience in the finance industry.

7
Jesse Pellegrino, financial advisor Easton PA
Jesse P. Pellegrino
CRD#: 6287799
137 North Second Street, Easton, PA 18042

Jesse Pellegrino (CRD# 6287799) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 9 years of experience in the finance industry.

8
Richard Rodman, financial advisor Scotch Plains NJ
Richard S. Rodman
CRD#: 1056041
Scotch Plains, NJ

Richard Rodman (CRD# 1056041) is an Investment Advisor Representative working at Iam Advisory LLC in Scotch Plains, NJ and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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