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Maria Ann Avento

IC Advisory Services, Inc.

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About Maria Ann Avento

Maria A. Avento is a financial advisor with IC Advisory Services, Inc. based in Bedminster, New Jersey. Maria has over 33 years of experience in the financial services industry and is licensed to provide investment advice in Connecticut, Florida, Maryland, New Jersey, New York, and North Carolina. Maria has a wide range of experience, having worked with clients from individuals to corporations, charitable organizations, and pension and profit sharing plans. Maria is also a licensed insurance agent and offers a variety of insurance products.

Firm Information

Maria Avento 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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Maria Avento’s Registration & Firm History

NJ

06/02/2006 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

NY

08/22/2003 - 12/31/2005

PGP FINANCIAL, INC. (GREAT RIVER NY)

SC

01/27/1999 - 09/08/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NY

09/26/1991 - 02/10/1999

WESTCO INVESTMENT CORP. (LYNBROOK NY)

NY

10/03/1989 - 10/04/1991

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/07/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/06/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/1992

Series 7 - General Securities Representative Examination

BC

Issued 09/21/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Maria Ann Avento.
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