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Andrew Steven Pfau

IC Advisory Services, Inc.

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About Andrew Steven Pfau

Andrew Steven Pfau is an investment advisor representative at IC Advisory Services, Inc. Andrew has been in the industry since 1999 and has worked at several firms in the industry. Andrew is registered in District of Columbia, New Jersey and New York and has a Series 6, 7, 63 and 65 license. He is also a Certified Public Accountant (CPA) and is the owner of Andrew Pfau, CPA PC.

Firm Information

Andrew Pfau is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Pfau’s Registration & Firm History

NJ

11/27/2021 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

NY

11/17/2006 - 11/29/2010

LINCOLN FINANCIAL ADVISORS CORPORATION (JERICHO NY)

TX

01/21/1999 - 12/15/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 11/27/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/16/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/15/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Steven Pfau.
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