Maria
Avento

Ic Advisory Services, Inc

CRD#1992615
Investment Advisor
in Bedminster, NJ

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About this Advisor

Maria Avento is a financial advisor operating out of Bedminster, New Jersey with a total of 17 years of industry experience. Avento is an advisor for Ic Advisory Services, Inc. Throughout their career, Avento has worked at The Investment Center, Inc and Ic Advisory Services, Inc. Avento has Series 63 and Series 66 licenses, designating them as a securities representative, and can operate in Connecticut, Florida, Maryland, New Jersey, New York and North Carolina. Ic Advisory Services, Inc is a registered investment business that has its headquarters in Bedminster, NJ. It has offices in 179 locations and a total of 225 advisors. It oversees $2 billion in assets among its 5,736 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 5,736 client accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Ic Advisory Services, Inc provides 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 depend on which services are provided. Fees billed by Ic Advisory Services, Inc may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1420 Route 206 North Suite 210 Box 770
Bedminster, NJ 07921

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Ic Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,789,667,595

NJ Average: $10,121,009,343
Total Number of Employees

225

NJ Average: 92
Total Number of Accounts

5,736

NJ Average: 6,978
Average Account Size

$312,006

NJ Average: $1,450,417

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

Maria Avento Work History

Maria has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

The Investment Center, Inc

2006 - Present (18 years)

Ic Advisory Services, 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 Maria Avento 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

Mark Mcgee
Meridian, ID
Chang Lee
Montville, NJ
Esther Kuznetz
Bedminster, NJ
Robert Payne
Montville, NJ
Steven Mahler
Bedminster, NJ
Craig Piper
Palm Beach Gardens, FL
David Hunter
Chadds Ford, PA
David Chin
East Greenbush, NY

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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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.

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