Ic Advisory Services, Inc.

Ic Advisory Services, Inc. (CRD# 140190) is a financial advisory firm headquartered in Bedminster, NJ. They manage $1,133,397,373 in 4,610 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,133
    MILLION
  • Total Number of Accounts
    4,610
    ACCOUNTS
  • Average Account Value
    $245,856
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Ic Advisory Services, Inc.
Showing 1 - 10 of 162 top financial advisors.
1
Justin G. Anuario
CRD#: 4203623
Bridgewater, NJ 08807

Justin Anuario (CRD# 4203623) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bridgewater, NJ and has over 15 years of experience in the finance industry.

2
Susan L. Arnette
CRD#: 1908445
West Chester, PA 19382

Susan Arnette (CRD# 1908445) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in West Chester, PA and has over 31 years of experience in the finance industry.

3
Timothy C. Atkins
CRD#: 5625185
Research Triangle Park, NC 27713

Timothy Atkins (CRD# 5625185) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Research Triangle Park, NC and has over 10 years of experience in the finance industry.

4
Maria A. Avento
CRD#: 1992615
Bedminster, NJ 07921

Maria Avento (CRD# 1992615) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 30 years of experience in the finance industry.

5
John K. Baker
CRD#: 2403817
Bedminster, NJ 07921

John Baker (CRD# 2403817) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 26 years of experience in the finance industry.

6
Dennis W. Baltz
CRD#: 4980028
White Plains, NY 10533

Dennis Baltz (CRD# 4980028) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in White Plains, NY and has over 14 years of experience in the finance industry.

7
James R. Barcomb
CRD#: 2434495
Plattsburgh, NY 12901

James Barcomb (CRD# 2434495) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Plattsburgh, NY and has over 25 years of experience in the finance industry.

8
James E. Benning
CRD#: 1129515
Middlesex, NJ 08846
James Benning (CRD# 1129515) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Middlesex, NJ and has over 27 years of experience in the finance industry.
9
David A. Bobrowsky
CRD#: 4595722
Bedminster, NJ 07921

David Bobrowsky (CRD# 4595722) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 17 years of experience in the finance industry. David Bobrowsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Vincent Bonanno
CRD#: 2611925
Bedminster, NJ 07921

Vincent Bonanno (CRD# 2611925) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 18 years of experience in the finance industry. Vincent Bonanno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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