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Benjamin Mershon Phillips

IC Advisory Services, Inc.

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About Benjamin Mershon Phillips

Benjamin Phillips is a registered investment advisor with IC Advisory Services, Inc. Benjamin has been in the industry since 1996 and holds a Series 63, Series 65, and Series 24 license. Benjamin is also a registered investment advisor in Ohio. Before working at IC Advisory Services, Inc., Benjamin worked at SWORD SECURITIES CORPORATION in Stamford, CT. Benjamin's primary focus is providing financial planning services for high net worth individuals, as well as pension consulting for corporations and other businesses.

Firm Information

Benjamin Phillips 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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Benjamin Phillips’s Registration & Firm History

NJ

10/04/2007 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

CT

05/24/1996 - 02/02/1998

SWORD SECURITIES CORPORATION (STAMFORD CT)

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Licenses & Designations

IA

Issued 03/19/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/1996

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 Benjamin Mershon Phillips.
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