Unclaimed Profile

James Wagner Zerweck

IC ADVISORY SERVICES, INC.·BEDMINSTER, New Jersey

IC ADVISORY SERVICES, INC.

1420 ROUTE 206 NORTH, BEDMINSTER, NJ 07921CRD# 2636989Firm CRD# 140190

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Wagner Zerweck · BEDMINSTER, NJ

Registration

CRD #2636989 · IC ADVISORY SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

7 disclosures on file · See FINRA BrokerCheck for full record

About

James Wagner Zerweck is a registered financial advisor based in BEDMINSTER, New Jersey, affiliated with IC ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

IC ADVISORY SERVICES, INC.

AUM

$2.1B

Regulatory assets under management

Employees

220

Total firm employees

View all advisors at IC ADVISORY SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2636989

Firm CRD# 140190

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Wagner Zerweck offer?

James Wagner Zerweck specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDMINSTER, New Jersey for a consultation.

What are James Wagner Zerweck's credentials?

James Wagner Zerweck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Wagner Zerweck located?

James Wagner Zerweck is based in BEDMINSTER, New Jersey, working with IC ADVISORY SERVICES, INC.. Their office serves clients in the BEDMINSTER metropolitan area and surrounding communities.

How does James Wagner Zerweck charge for services?

James Wagner Zerweck's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IC ADVISORY SERVICES, INC.?

IC ADVISORY SERVICES, INC. has approximately 220 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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