Ic Advisory Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Richard Dalzotto is a financial advisor operating in Pittsburgh, Pennsylvania, with a total of 14 years of work experience. Dalzotto works at Ic Advisory Services, Inc. During their career, the advisor has held roles at The Investment Center, Inc and Ic Advisory Services, Inc. Dalzotto holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to operate in Florida, Pennsylvania and Ohio. Ic Advisory Services, Inc is an advisory company operating in Pittsburgh, Pennsylvania. The company has offices in 184 locations and a total of 221 employees. It administers $1 billion in total assets between its 4,163 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides services to seven charitable organizations. Of its 4,163 customer accounts, just 2% are associated with high-net-worth investors who have at least $1 million in investable 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, selection of other advisers and educational seminars. Financial advisory fees vary depending on the services. However, fee types billed by Ic Advisory Services, Inc most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ic Advisory Services, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
- Educational seminars/workshops
Richard Dalzotto Work History
Richard has 14 years of experience.
Ic Advisory Services, Inc
The Investment Center, Inc
Richard Dalzotto has disclosures.
Please visit their SEC profile for more details.