Ic Advisory Services, Inc.

Ic Advisory Services, Inc. (CRD# 140190) is a financial advisory firm headquartered in Bedminster, NJ. They manage $2,141,079,683 in 6,011 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,141
    MILLION
  • Total Number of Accounts
    6,011
    ACCOUNTS
  • Average Account Value
    $356,194
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
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 131 - 140 of 188 top financial advisors.
131
Lance W. Roberts
CRD#: 1905342
1420 Route 206 North, Suite 210, Bedminster, NJ 07921

Lance Roberts (CRD# 1905342) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 16 years of experience in the finance industry.

132
Linda M. Roberts
CRD#: 2930402
1420 Route 206 North, Suite 210, Bedminster, NJ 07921

Linda Roberts (CRD# 2930402) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 16 years of experience in the finance industry.

133
Michael S. Rosen
CRD#: 2586269
31000 Northwestern Highway, Suite 120, Farmington Hills, MI 48334

Michael Rosen (CRD# 2586269) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Farmington Hills, MI and has over 29 years of experience in the finance industry.

134
Barbara M. Rowens
CRD#: 5020083
4201 Lilac Ct, Upper Gwynedd, PA 19446

Barbara Rowens (CRD# 5020083) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Upper Gwynedd, PA and has over 18 years of experience in the finance industry.

135
Raymond W. Rudorfer
CRD#: 4682445
1420 Route 206 North, Suite 210, Bedminster, NJ 07921

Raymond Rudorfer (CRD# 4682445) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 15 years of experience in the finance industry.

136
John F. Ryan
CRD#: 1107445
7421 Carmel Executive Park, Suite 226, Charlotte, NC 28226

John Ryan (CRD# 1107445) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Charlotte, NC and has over 33 years of experience in the finance industry.

137
Soumit Sarkar
CRD#: 5524717
1420 Route 206 North, Suite 210, Bedminster, NJ 07921

Soumit Sarkar (CRD# 5524717) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 9 years of experience in the finance industry.

138
Anthony S. Scalise
CRD#: 4681251
1408 Sweet Home Road, Suite 6, Amherst, NY 14228

Anthony Scalise (CRD# 4681251) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Amherst, NY and has over 20 years of experience in the finance industry.

139
Martin A. Scheinkman
CRD#: 4044457
1420 Route 206 North, Suite 210, Box 770, Bedminster, NJ 07921

Martin Scheinkman (CRD# 4044457) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 24 years of experience in the finance industry.

140
Kurt Schlesinger
CRD#: 2159170
1420 Route 206 North, Suite 210, Bedminster, NJ 07921

Kurt Schlesinger (CRD# 2159170) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 32 years of experience in the finance industry.

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