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Anthony Tomaro

IC Advisory Services, Inc.

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About Anthony Tomaro

Anthony Tomaro is an investment advisor representative at IC Advisory Services, Inc., a firm with offices in Bedminster and Wall, New Jersey. Anthony has been in the financial services industry since June 2014 and has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Anthony has been registered with the state of New Jersey since 2018 and is also registered with the state of California, Colorado, Delaware, Florida, Georgia, Massachusetts, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. He holds Series 7 and Series 66 licenses. Anthony Tomaro may provide financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Anthony may also provide financial advice on mortgage services.

Firm Information

Anthony Tomaro 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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Anthony Tomaro’s Registration & Firm History

NJ

05/16/2018 - Present

IC Advisory Services, Inc. (WALL NJ)

NJ

06/17/2014 - 05/16/2018

TFS SECURITIES, INC. (WALL NJ)

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Licenses & Designations

BOTH

Issued 07/22/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Anthony Tomaro.
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