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Clark Silverstein

IC Advisory Services, Inc.

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About Clark Silverstein

Clark Silverstein is an investment advisor representative at IC Advisory Services, Inc. Clark is registered with FINRA and is licensed to provide investment advice in Florida, New Jersey, New York and Virginia. Clark has been in the financial services industry since 2007. Prior to joining IC Advisory Services, Inc., Clark worked at Prime Capital Services, Inc. and VFinance Investments, Inc. Clark holds Series 7 and Series 66 securities licenses as well as Series 63.

Firm Information

Clark Silverstein 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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Clark Silverstein’s Registration & Firm History

NJ

07/06/2022 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

NJ

08/21/2008 - 12/13/2012

PRIME CAPITAL SERVICES, INC. (ROSELAND NJ)

NJ

11/07/2007 - 08/27/2008

VFINANCE INVESTMENTS, INC (PARSIPPANY NJ)

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Licenses & Designations

BOTH

Issued 11/20/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2007

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 Clark Silverstein.
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