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Mark James Mauro

IC Advisory Services, Inc.

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About Mark James Mauro

Mark James Mauro is a registered investment advisor with IC Advisory Services, Inc. Mark has been in the securities industry since December 1998. Mark has been registered with IC Advisory Services, Inc. since June 2006. Mark is a Certified Public Accountant (CPA) and owns a CPA firm. Mark has experience in providing financial planning, pension consulting, selection of other advisors, and portfolio management services. Mark is also licensed to sell long-term care and health insurance. Mark has a strong track record of providing high-quality financial services to individuals, families, and businesses.

Firm Information

Mark Mauro 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 Mauro’s Registration & Firm History

NJ

05/22/2013 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

TX

12/24/1998 - 10/24/2001

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

IA

Issued 11/29/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/1998

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 Mark James Mauro.
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