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Victoria Tomaro

IC Advisory Services, Inc.

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About Victoria Tomaro

Victoria Tomaro is an investment advisor representative at IC Advisory Services, Inc. with over 40 years of experience in the industry. Victoria has worked for several firms over the years, including TFS Securities, Inc. and Monarch Investments Inc. Victoria holds Series 1, 62, 63, 65, and 24 licenses, as well as several state registrations. Victoria specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. She has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Victoria Tomaro 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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Victoria Tomaro’s Registration & Firm History

NJ

05/09/2018 - Present

IC Advisory Services, Inc. (WALL NJ)

NJ

12/09/1987 - 05/16/2018

TFS SECURITIES, INC. (WALL NJ)

NA

07/14/1987 - 12/09/1987

MONARCH INVESTMENTS INC.

NA

01/20/1987 - 07/21/1987

STUART STONE & COMPANY

NA

11/08/1985 - 01/29/1987

FOCUS SECURITIES, INC.

NA

03/06/1979 - 11/21/1985

CARDELL & ASSOCIATES, INCORPORATED

NA

12/20/1977 - 03/27/1979

INDEPENDENT FINANCIAL PLANNERS CORPORATION

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Licenses & Designations

IA

Issued 11/17/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/1994

Series 24 - General Securities Principal 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 07/03/1989

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 12/12/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Victoria Tomaro.
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