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Kurt Schlesinger

IC Advisory Services, Inc.

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About Kurt Schlesinger

Kurt Schlesinger is an investment advisor representative with IC Advisory Services, Inc. Kurt has been in the financial services industry since July 11, 1991. Kurt holds licenses in several states, including Connecticut, Florida, New Jersey, New York, North Carolina, South Carolina, Texas, Vermont, and Virginia. Kurt also holds the Series 7, Series 63, Series 65, and SIE exams.

Firm Information

Kurt Schlesinger 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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Kurt Schlesinger’s Registration & Firm History

NJ

03/06/2009 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

NY

12/08/2003 - 04/01/2009

CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)

NJ

05/11/1999 - 02/11/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

07/12/1991 - 05/17/1999

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

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Licenses & Designations

IA

Issued 03/28/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/1991

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 Kurt Schlesinger.
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