Daniel
Antokal
Ic Advisory Services, Inc
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About this Advisor
Daniel Antokal is a financial advisor operating in Montville, New Jersey, who has 7 years of industry experience. Antokal is an employee of Ic Advisory Services, Inc. Antokal has gained experience at Jpmorgan Chase Bank, N.A, Ameriprise Financial Services, Inc, The Investment Center Inc and Ic Advisory Services Inc. Antokal maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, District Of Columbia, Florida, Illinois, Nevada, New Jersey, New York and Wisconsin. Ic Advisory Services, Inc is a firm that has its headquarters in Bedminster, NJ. It has offices in 179 locations and a total of 225 financial advisors. It handles $2 billion in assets under management across its 5,736 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 10 charities and foundations. Of its 5,736 customer accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees are based on which services are provided. Fee types billed by Ic Advisory Services, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ic Advisory Services, Inc Brokerage Details
$1,789,667,595
225
5,736
$312,006
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Antokal Work History
Daniel has been registered as a financial advisor for 7 years.*
The Investment Center Inc
Ic Advisory Services Inc
Ameriprise Financial Services, Inc
Jpmorgan Chase Bank, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Antokal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ic Advisory Services, Inc
Montville, NJ
Palm Beach Gardens, FL
Montville, NJ
Bedminster, NJ
Meridian, ID
Bedminster, NJ
Chadds Ford, PA
Morristown, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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