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Daniel Clarke Caissie

IC Advisory Services, Inc.

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About Daniel Clarke Caissie

Daniel Clarke Caissie is a financial advisor with IC Advisory Services, Inc., based in Auburn, Massachusetts, and Bedford, New Jersey. Daniel has been in the industry since 2021. Daniel holds a Series 63 and Series 66 license and a Series 7TO license. Daniel provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

Firm Information

Daniel Caissie 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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Daniel Caissie’s Registration & Firm History

NJ

01/29/2024 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

MA

03/25/2021 - 09/20/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/09/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/17/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel Clarke Caissie.
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