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Mark Adam Friedrich

IC Advisory Services, Inc.

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About Mark Adam Friedrich

Mark Adam Friedrich is an investment advisor representative who has been in the industry since 1993. Mark is currently registered with IC Advisory Services, Inc. and has previously been registered with Investacorp, Inc., Linsco/Private Ledger Corp., American Express Financial Advisors Inc., IDS Life Insurance Company, and Pruco Securities Corporation. Mark is licensed to provide investment advice in Connecticut, Florida, Georgia, Maryland, Montana, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and West Virginia. Mark also provides independent insurance agency services for various companies and agencies, as well as mortgage refinancing services.

Firm Information

Mark Friedrich 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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Mark Friedrich’s Registration & Firm History

NJ

11/16/2021 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

FL

12/01/1997 - 06/10/2003

INVESTACORP, INC. (MIAMI FL)

SC

06/06/1997 - 12/11/1997

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MN

05/25/1995 - 06/17/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/25/1995 - 06/17/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NJ

07/21/1993 - 06/02/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 11/18/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/1995

Series 7 - General Securities Representative Examination

BC

Issued 07/20/1993

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 Mark Adam Friedrich.
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