Esther
Kuznetz
Ic Advisory Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Esther Kuznetz is a financial advisor working out of Bedminster, New Jersey with a total of 4 years of relevant experience. Kuznetz currently works for Ic Advisory Services, Inc. Kuznetz has gained experience at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, H. Beck, Inc, International Assets Advisory, LLC, International Assets Investment Management, LLC, The Investment Center, Inc and Ic Advisory Services, Inc. Kuznetz has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Colorado, Florida, Georgia, Kentucky, Maine, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina and Texas. Ic Advisory Services, Inc is a business that has its headquarters in Bedminster, NJ. The investment advisory business has offices in 179 locations and a total of 225 employees. It controls $2 billion in assets among its 5,736 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 5,736 customer accounts, 15% are associated with high-net-worth individuals who have more than $1 million in assets. Ic Advisory Services, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees depend on which services the firm provides the client. Fee types billed by Ic Advisory Services, Inc can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Esther Kuznetz Work History
Esther has been registered as a financial advisor for 4 years.*
The Investment Center, Inc
Ic Advisory Services, Inc
International Assets Advisory, LLC
International Assets Investment Management, LLC
H. Beck, Inc
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
*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 Esther Kuznetz 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
Bedminster, NJ
Bedminster, NJ
Meridian, ID
Palm Beach Gardens, FL
Montville, NJ
Bedminster, NJ
Chadds Ford, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
