Ic Advisory Services, Inc

Investment Advisor
in Plattsburgh, NY

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About this Advisor

Robert Donlan is a certified financial planner who works out of Plattsburgh, New York with 13 years of relevant experience. Donlan currently works for Ic Advisory Services, Inc. Donlan has gained experience at The Investment Center, Inc and Ic Advisory Services Inc. Donlan maintains a Series 63 license, qualifying them as a securities broker, and is able to operate in California, Florida, Idaho, Illinois, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Vermont, Virginia and West Virginia. Ic Advisory Services, Inc is a registered investment firm that has its headquarters in Bedminster, NJ. It has offices in 179 locations and a total of 225 people on staff. It manages $2 billion in assets under management between its 5,736 customer accounts, making it one of the largest 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 clients who have more than $1 million in investable assets. Ic Advisory Services, Inc has 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. Fees charged by financial advisors are based on the services. Fees charged by Ic Advisory Services, Inc likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

13 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

40 Brinkerhoff Street
Plattsburgh, NY 12901

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Ic Advisory Services, Inc Brokerage Details

Total Assets Under Management


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


NY Average: 92
Total Number of Accounts


NY Average: 6,978
Average Account Size


NY 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

Robert Donlan Work History

Robert has been registered as a financial advisor for 13 years.*

2010 - Present (13 years)

The Investment Center, Inc

2010 - Present (13 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.


Please visit the SEC profile of Robert Donlan 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
Craig Piper
Palm Beach Gardens, FL
Steven Mahler
Bedminster, NJ
Esther Kuznetz
Bedminster, NJ
Robert Payne
Montville, NJ
Chang Lee
Montville, NJ
Charles Chelf
Perry Hall, MD
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

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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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