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Martin Alexander Scheinkman

IC Advisory Services, Inc.

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About Martin Alexander Scheinkman

Martin Alexander Scheinkman is a financial advisor with over 20 years of experience in the financial services industry. Martin has been registered with IC Advisory Services, Inc. since June 2006 and has held various positions within the firm. Prior to joining IC Advisory Services, Inc. Martin worked at H.D. Vest Investment Securities, Inc. from 2000 to 2000. Martin specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Martin is a Certified Financial Planner™ professional and holds the Series 7, Series 24, and Series 63 securities licenses.

Firm Information

Martin Scheinkman 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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Martin Scheinkman’s Registration & Firm History

NJ

06/02/2006 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

TX

01/07/2000 - 07/21/2000

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 12/10/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2000

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 Martin Alexander Scheinkman.
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