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Robert John Buell

IC Advisory Services, Inc.

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About Robert John Buell

Robert John Buell is a financial advisor with Ic Advisory Services, Inc.. Robert has been in the financial industry since 1997 and is licensed in several states, including Pennsylvania, Florida, Ohio, North Carolina, and Virginia. Robert provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Robert also has experience in working with charitable organizations and pension and profit-sharing plans. Robert's primary office is in Bedminster, New Jersey, but Robert also serves clients in Curwensville, Pennsylvania.

Firm Information

Robert Buell 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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Robert Buell’s Registration & Firm History

PA

03/24/2009 - Present

IC Advisory Services, Inc. (CURWENVILLE PA)

GA

03/06/1997 - 03/13/1998

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 03/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/1997

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 Robert John Buell.
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