PH
ChFC
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 (1)
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Employment Separation After Allegations
February 1988Other Business ActivitiesSells Insurance
Paul is the President/Owner of Himmelstein Insurance Brokerage, Inc., specializing in life insurance, health insurance, and annuities, dedicating about half of his time to this. He also manages 1317 Mountain Associates LLC, a real estate company, spending a few hours per week on this activity.
Employment History
Current Registrations
Ibn Financial Services, INC
January 2025 - Present · 1 yr
Ibn Financial Services, INC.
November 2024 - Present · 1 yr 2 mos
Ibn Financial Services, INC. Broker
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Stonex Securities INC.Broker
October 2024 - December 2024 · 2 mos
Trust Advisory Group Ltd
September 2013 - December 2024 · 11 yrs 3 mos
Ages Financial Services, Ltd.Broker
August 2013 - September 2024 · 11 yrs 1 mo
Centaurus Financial, INC.
September 2010 - August 2013 · 2 yrs 11 mos
Centaurus Financial, INC. Broker
September 2010 - August 2013 · 2 yrs 11 mos
USA Wealth Management LLC
February 2010 - October 2010 · 8 mos
USA Advanced Planners INC.Broker
November 2009 - October 2010 · 11 mos
LPL Financial Corporation
September 2009 - December 2009 · 3 mos
LPL Financial Corporation Broker
September 2009 - December 2009 · 3 mos
Waterstone Financial Group, INC.Broker
November 2005 - September 2009 · 3 yrs 10 mos
Waterstone Financial Group, INC.
November 2005 - September 2009 · 3 yrs 10 mos
Westminster Financial Advisory CORP
June 2003 - December 2005 · 2 yrs 6 mos
Westminster Financial Securities, INC.Broker
May 2003 - December 2005 · 2 yrs 7 mos
Washington Square Securities, INC.
February 1997 - April 2003 · 6 yrs 2 mos
Washington Square Securities, INC. Broker
July 1994 - April 2003 · 8 yrs 9 mos
The Lincoln National Life Insurance CompanyBroker
September 1991 - July 1994 · 2 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
September 1991 - July 1994 · 2 yrs 10 mos
Resource Brokerage CORP.Broker
January 1990 - July 1990 · 6 mos
Corporate Securities Group, INC. Broker
August 1988 - January 1989 · 5 mos
Integrated Resources Equity CorporationBroker
February 1988 - July 1988 · 5 mos
North American Investment CORP.Broker
November 1982 - February 1988 · 5 yrs 3 mos
Berkshire Equity Sales, INC.Broker
January 1982 - January 1983 · 1 yr
Manequity, INC.Broker
June 1981 - November 1983 · 2 yrs 5 mos
State Registrations4 states
CTFLMANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.