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Lawrence Joseph Marciano

IC Advisory Services, Inc.

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About Lawrence Joseph Marciano

Lawrence Marciano is a financial advisor with over 24 years of experience in the financial services industry. Lawrence is registered with IC Advisory Services, Inc. and Prestige Family Wealth Advisors, LLC. Lawrence holds several licenses and registrations including Series 7, Series 10, Series 24, Series 63, and Series 65. Lawrence provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Lawrence has a strong track record of helping individuals and families achieve their financial goals.

Firm Information

Lawrence Marciano 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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Lawrence Marciano’s Registration & Firm History

NJ

11/29/2017 - Present

IC Advisory Services, Inc. (MONTVILLE NJ)

NJ

07/10/2015 - 11/24/2017

AMERIPRISE FINANCIAL SERVICES, INC. (FLORHAM PARK NJ)

NJ

08/21/2007 - 08/03/2015

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

NJ

04/23/1999 - 08/21/2007

RYAN BECK & CO. (FLORHAM PARK NJ)

CA

02/01/1996 - 09/13/1996

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NY

08/04/1995 - 08/17/1995

L.C. WEGARD & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/17/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/04/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/22/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/1999

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 Lawrence Joseph Marciano.
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