Robert
Ramos
Ic Advisory Services, Inc
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About this Advisor
Robert Ramos is a certified financial planner and chartered financial consultant operating out of Bedminster, New Jersey with a total of 8 years of relevant experience. Ramos is currently employed by Ic Advisory Services, Inc. Over the course of their career, Ramos has held roles at Wrp Investments, Inc, Sterne Agee Financial Services, Inc, Sterne Agee Investment Advisor Services, Inc, The Investment Center Inc and Ic Advisory Services Inc. Ramos has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, California, Colorado, Delaware, District Of Columbia, Florida, Georgia, Louisiana, Maryland, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, Washington and West Virginia. Ic Advisory Services, Inc is a financial advisory company based in Bedminster, NJ. The firm has offices in 179 locations and a total of 225 employees. It administers $2 billion in total assets between its 5,736 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 10 charitable organizations. Of its 5,736 client accounts, 15% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides 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. Fees for financial advice typically vary depending on the type of services provided. However, fees charged by Ic Advisory Services, Inc can include 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
Robert Ramos Work History
Robert has been registered as a financial advisor for 8 years.*
The Investment Center Inc
Ic Advisory Services Inc
Sterne Agee Investment Advisor Services, Inc
Sterne Agee Financial Services, Inc
Wrp Investments, 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 Robert Ramos 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
Bedminster, NJ
Palm Beach Gardens, FL
Bedminster, NJ
Montville, NJ
Meridian, ID
Montville, NJ
Bedminster, NJ
Buffalo, 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.
