HA
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 2021 - Present · 4 yrs 6 mos
Ibn Financial Services, INC.
November 2001 - Present · 24 yrs 2 mos
Ibn Financial Services, INC. Broker
November 2001 - Present · 24 yrs 2 mos
Previous Registrations
Pittsford Capital Markets, INCBroker
February 2002 - February 2002 · 0 mos
Leigh Baldwin & Co., LLC Broker
June 1998 - November 2001 · 3 yrs 5 mos
State Registrations2 states
NYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.