Ibn Financial Services, Inc.

Ibn Financial Services, Inc. (CRD# 42360) is a financial advisory firm headquartered in Liverpool, NY. They manage $163,061,036 in 830 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Ibn Financial Services, Inc.
Showing 1 - 10 of 35 top financial advisors.
1
Richard J. Carlesco
CRD#: 2135988
404 Old Liverpool Rd, Liverpool, NY 13088

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.

2
Chad E. Colbert
CRD#: 4730451
Potsdam, NY

Chad Colbert (CRD# 4730451) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Potsdam, NY and has over 20 years of experience in the finance industry.

3
Robert Dagosta
CRD#: 1903105
Center Valley, PA

Robert Dagosta (CRD# 1903105) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Center Valley, PA and has over 34 years of experience in the finance industry.

4
Theresa L. Ellis
CRD#: 2706431
404 Old Liverpool Rd, Liverpool, NY 13088

Theresa Ellis (CRD# 2706431) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 27 years of experience in the finance industry.

5
John D. Flavin
CRD#: 2608305
Ridgefield, CT

John Flavin (CRD# 2608305) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Ridgefield, CT and has over 28 years of experience in the finance industry.

6
Todd H. Glenn
CRD#: 2554678
255 Executive Drive, Suite 102, Plainview, NY 11803

Todd Glenn (CRD# 2554678) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Plainview, NY and has over 28 years of experience in the finance industry.

7
Kyle T. Kadish
CRD#: 4864706
55 Enterprise Dr., Windham, NH 03087

Kyle Kadish (CRD# 4864706) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Windham, NH and has over 17 years of experience in the finance industry.

8
Fred R. Kahn
CRD#: 859564
6320 Fly Road, Suite 212, East Syracuse, NY 13057

Fred Kahn (CRD# 859564) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in East Syracuse, NY and has over 43 years of experience in the finance industry.

9
Bart S. Kaplow
CRD#: 264208
Phoenixville, PA

Bart Kaplow (CRD# 264208) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Phoenixville, PA and has over 44 years of experience in the finance industry.

10
Mark B. Levitch
CRD#: 5966107
404 Old Liverpool Rd, Liverpool, NY 13088

Mark Levitch (CRD# 5966107) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 14 years of experience in the finance industry.

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