John
Bianchi

Iam Advisory LLC

CRD#2197754
Investment Advisor
in Easton, PA

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About this Advisor

John Bianchi is a financial advisor based in Easton, Pennsylvania, working with Iam Advisory LLC. John has previously held positions at Investment Advisors Asset Management, LLC, Royal Alliance Associates, and Iam Advisory LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, John is part of Iam Advisory LLC, which operates out of Easton, Pennsylvania. The firm has 3 offices and 15 employees. The firm manages assets totaling $572.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Iam Advisory LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

137 North Second Street
Easton, PA 18042

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Iam Advisory LLC Brokerage Details

Total Assets Under Management

$572,439,714

PA Average: $15,833,994,310
Total Number of Employees

15

PA Average: 41
Total Number of Accounts

2,719

PA Average: 3,342
Average Account Size

$210,533

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

John Bianchi Work History

2020 - Present (4 years)

Iam Advisory LLC

2005 - Present (19 years)

Investment Advisors Asset Management, LLC

2006 - 2020 (14 years)

Royal Alliance Associates

Disclosures

Please visit the SEC profile of John Bianchi 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 Iam Advisory LLC

Ryan Conlin
Easton, PA
Jesse Pellegrino
Easton, PA
Richard Rodman
Scotch Plains, NJ
John Bianchi
Easton, PA
Stephen Kronick
Easton, PA
James Bartolacci
Easton, PA
Joseph Parsons
Easton, PA
Stephen Gooditis
Easton, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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