Richard
Dalzotto

Ic Advisory Services, Inc

CRD#2857324
Investment Advisor
in Pittsburgh, PA
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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

Series 63, Series 66

Years of Experience

14 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

1738 North Highland Road Suite G 102
Pittsburgh, PA 15241

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Ic Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,133,397,373

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

227

PA Average: 92
Total Number of Accounts

4,610

PA Average: 6,978
Average Account Size

$245,856

PA Average: $1,450,417

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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.

2006 - Present (13 years)

Ic Advisory Services, Inc

2004 - Present (15 years)

The Investment Center, Inc

Disclosures

Richard Dalzotto has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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