DM
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
404 Old Liverpool Rd, Liverpool, NY, 13088
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 →Employment History
Current Registrations
Ibn Financial Services, INC
July 2023 - Present · 2 yrs 6 mos
Ibn Financial Services, INC.
July 2016 - Present · 9 yrs 6 mos
Ibn Financial Services, INC. Broker
July 2016 - Present · 9 yrs 6 mos
Previous Registrations
Vsr Financial Services, INC.Broker
August 2015 - July 2016 · 11 mos
Vsr Advisory Services
August 2015 - July 2016 · 11 mos
Ridgeway Conger Advisory Services
January 2015 - September 2015 · 8 mos
Ridgeway Conger Advisory Services
December 2013 - December 2014 · 1 yr
Ridgeway & Conger, INC.Broker
May 2012 - September 2015 · 3 yrs 4 mos
Royal Alliance Associates, INC. Broker
September 1997 - May 2012 · 14 yrs 8 mos
Guardian Investor Services CorporationBroker
September 1996 - September 1997 · 1 yr
Pruco Securities Corporation Broker
September 1994 - January 1996 · 1 yr 4 mos
State Registrations3 states
NCNYSD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.