Victoria
Tomaro

Ic Advisory Services, Inc

CRD#846742
Investment Advisor
in Farmingdale, NJ

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About this Advisor

Victoria Tomaro is a financial advisor operating in Farmingdale, New Jersey who has 5 years of relevant experience. Tomaro is an employee of Ic Advisory Services, Inc. Over the course of their career, they have held roles at The Investment Center Inc, Ic Advisory Services Inc, Tfs Securities, Inc and Self Employed - Victoria Tomaro. Tomaro holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California, Colorado, Delaware, Florida, Georgia, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas and Virginia. Ic Advisory Services, Inc is an advisory firm that has its headquarters in Bedminster, NJ. It has offices in 179 locations and a total of 225 financial advisors. It has $2 billion in total assets among its 5,736 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 10 charitable organizations. Of its 5,736 customer accounts, 15% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm offers a wide assortment 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. A financial advisor's fee schedules are based on which service is provided. Fee types billed by Ic Advisory Services, Inc likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

1704 Maxwell Drive Suite 301
Farmingdale, NJ 07727

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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

Victoria Tomaro Work History

Victoria has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

The Investment Center Inc

2018 - Present (6 years)

Ic Advisory Services Inc

1980 - Present (44 years)

Self Employed - Victoria Tomaro

1987 - 2018 (31 years)

Tfs Securities, 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 Victoria Tomaro 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

Chang Lee
Montville, NJ
Craig Piper
Palm Beach Gardens, FL
Robert Payne
Montville, NJ
Esther Kuznetz
Bedminster, NJ
Steven Mahler
Bedminster, NJ
Mark Mcgee
Meridian, ID
Janis Waldman-Cooper
Bedminster, NJ
William Parker
Trenton, 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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