TP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
27 advisors
Number of Clients
768 clients
Average Client Portfolio
$235K average
Assets Under Management
$180.5M
Fee Structure
Information about fees is not provided in this brochure supplement. Richard J. Carlesco Jr. receives only a salary from IBN Financial Services, Inc.
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Advisor Information
Office location
651 Rte 22A North, Fair Haven, VT, 05743
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is a minority member of Medallion Jerseys LLC, a dairy farm, and the owner/agent of Pyle Agency, Inc., where he sells various insurance products. He also serves as treasurer of the Vermont Jersey Breeders Association.
Employment History
Current Registrations
Ibn Financial Services, INC
April 2024 - Present · 1 yr 9 mos
Ibn Advisory Services, INC.
April 2024 - Present · 1 yr 9 mos
Ibn Financial Services, INC. Broker
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Trust Advisory Group Ltd
March 2010 - April 2024 · 14 yrs 1 mo
Ages Financial Services, Ltd.Broker
January 2008 - April 2024 · 16 yrs 3 mos
Securities Management & Research, INC.Broker
February 2006 - December 2007 · 1 yr 10 mos
American Portfolios Financial Services, INC.Broker
September 2001 - December 2005 · 4 yrs 3 mos
Nathan & Lewis Securities, INC.Broker
January 2001 - September 2001 · 8 mos
Park Avenue Securities LLC Broker
May 1999 - January 2001 · 1 yr 8 mos
Guardian Investor Services CorporationBroker
March 1989 - May 1999 · 10 yrs 2 mos
Transamerica Financial Resources, INC.Broker
March 1987 - February 1989 · 1 yr 11 mos
Transamerica Securities Sales CorporationBroker
March 1987 - February 1989 · 1 yr 11 mos
Mony Securities CORP.Broker
August 1986 - December 1986 · 4 mos
State Registrations7 states
FLMAMDNHNYTNVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.