Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael J Breunig

IC Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael J Breunig

Michael J. Breunig is a financial advisor registered with IC Advisory Services, Inc. Michael has over 20 years of experience in the financial services industry. Michael has expertise in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Michael is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Michael Breunig 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Breunig’s Registration & Firm History

NY

01/24/2023 - Present

IC Advisory Services, Inc. (HAUPPAUGE NY)

NY

01/27/2004 - 12/31/2005

PGP FINANCIAL, INC. (GREAT RIVER NY)

NY

02/13/2002 - 03/27/2003

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

CO

01/02/2001 - 02/13/2001

GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)

NY

12/20/1999 - 01/02/2001

GLOBAL CAPITAL MARKETS, LLC (MELVILLE NY)

Not sure if Michael J Breunig is right for you?

Licenses & Designations

IA

Issued 08/16/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/17/1999

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael J Breunig.
Not sure if Michael J Breunig is right for you?