Aaron
Cross
Ic Advisory Services, Inc
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About this Advisor
Aaron Cross is a financial advisor working out of Plattsburgh, New York with 1 year of industry experience. Cross works at Ic Advisory Services, Inc. Their career trajectory has included roles at The Investment Center, Inc, Cbna, Diamond Comics, Subway, N/A and Donlan Wealth Management, LLC. Cross maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in New York. Ic Advisory Services, Inc is an advisory firm headquartered in Bedminster, NJ. The firm has offices in 179 locations and a total of 225 people on staff. It oversees $2 billion in total assets across its 5,736 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 10 charitable organizations. Of its 5,736 accounts, 15% are held by high-net-worth clients who have at least $1 million in assets. Ic Advisory Services, Inc offers 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 advisory services usually are based on which services the firm provides the client. Fee types charged by Ic Advisory Services, Inc most likely 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
Aaron Cross Work History
Aaron has been registered as a financial advisor for 1 years.*
The Investment Center, Inc
Donlan Wealth Management, LLC
Cbna
Diamond Comics
Subway
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 Aaron Cross 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
Palm Beach Gardens, FL
Bedminster, NJ
Montville, NJ
Montville, NJ
Bedminster, NJ
Meridian, ID
La Plata, MD
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.
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