Unclaimed Profile

Ralph James Devito

IC ADVISORY SERVICES, INC.·BEDMINSTER, New Jersey

SIE, Series 3, Series 4, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 99TO20 years registeredIC ADVISORY SERVICES, INC.

1420 ROUTE 206 NORTH, BEDMINSTER, NJ 07921CRD# 1459156Firm CRD# 140190

Profile Verification

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

Identity

Ralph James Devito · BEDMINSTER, NJ

Registration

CRD #1459156 · IC ADVISORY SERVICES, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IC ADVISORY SERVICES, INC.

LPL FINANCIAL LLC

Mar 2025 – Mar 2026

BEDMINSTER, NJ

IC ADVISORY SERVICES, INC.

May 2006 – Jul 2025

BEDMINSTER, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · May 3, 2006

Years registered · 20

Disclosure History

2012Regulatory·Final

1998Customer Dispute·Settled

1994Customer Dispute·Settled

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

IC ADVISORY SERVICES, INC.

CRD 140190 · SEC 801-66512

AUM

$2.1B

Regulatory assets under management

Employees

220

6,011 client accounts

Services offered by IC ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IC ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Ralph James Devito offer?

Ralph James Devito specializes in Financial Planning, Investment Management, Wealth Management.

What are Ralph James Devito's credentials?

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

Where is Ralph James Devito located?

Ralph James Devito is based in BEDMINSTER, New Jersey, last registered with IC ADVISORY SERVICES, INC..

How does Ralph James Devito charge for services?

Ralph James Devito'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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