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Claudio Bonesini

IC Advisory Services, Inc.

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About Claudio Bonesini

Claudio Bonesini is a financial advisor at IC Advisory Services, Inc. Claudio is based in BEDMINSTER, NJ and has been working in the financial services industry since 2018. Claudio holds the Series 7TO, Series 66 and SIE licenses. Claudio provides a variety of financial services, including financial planning, portfolio management, and selection of other advisers. Claudio has worked for other firms in the past, including The Investment Center, Inc. Claudio also owns and operates CBACCTG LLC, a tax preparation business.

Firm Information

Claudio Bonesini 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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Claudio Bonesini’s Registration & Firm History

NJ

06/24/2024 - Present

IC Advisory Services, Inc. (MIDDLESEX NJ)

NJ

04/05/2019 - 10/28/2019

THE INVESTMENT CENTER, INC. (NEW BRUNSWICK NJ)

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Licenses & Designations

BOTH

Issued 05/20/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/29/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Claudio Bonesini.
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