Invested Better
Unclaimed

Unclaimed

Unclaimed

Chris John Plechy

IC Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chris? Claim Your Profile

About Chris John Plechy

Chris Plechy is a financial advisor with IC Advisory Services, Inc. Chris has been in the financial industry since August 27, 2000. Chris is registered with the following states: Colorado, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina and Virginia. Chris is also a Registered Representative with FINRA. Chris provides financial planning, pension consulting, and selection of other advisors services to individuals, businesses and pooled investment vehicles. Chris is also a Registered Investment Advisor with the following states: Colorado, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina and Virginia.

Firm Information

Chris Plechy 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chris Plechy’s Registration & Firm History

NJ

11/29/2017 - Present

IC Advisory Services, Inc. (MONTVILLE NJ)

NJ

07/10/2015 - 11/09/2017

AMERIPRISE FINANCIAL SERVICES, INC. (FLORHAM PARK NJ)

NJ

08/21/2007 - 08/03/2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)

NJ

11/10/2004 - 08/21/2007

RYAN BECK & CO. (FLORHAM PARK NJ)

NJ

08/17/2000 - 11/11/2004

J. B. HANAUER & CO. (PARSIPPANY NJ)

Not sure if Chris John Plechy is right for you?

Licenses & Designations

BOTH

Issued 05/19/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Chris John Plechy. Review regulatory record here.
Not sure if Chris John Plechy is right for you?