IC ADVISORY SERVICES, INC.

CRD #140190 SEC #801-66512 BEDMINSTER, NJ 908-707-4422

SEC Registered Disclosures

Total AUM

$2.1B

Discretionary

$1.7B

Employees

220

Clients

Accounts

5,528

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Corporation
State of Formation: New Jersey
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2025
Branch Offices: 179

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
DEVITO, RALPH, JAMES	I	DIRECTOR	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
WRIGHT, DOUGLAS, ANDREW	I	CHIEF COMPLIANCE OFFICER	NA	Control
ZERWECK, JAMES, WAGNER	I	VICE PRESIDENT MARKETING	NA	Control
ZERWECK, JAMES, WAGNER	I	VICE PRESIDENT MARKETING	NA	Control
ZERWECK, JAMES, WAGNER	I	VICE PRESIDENT MARKETING	NA	Control
ZERWECK, JAMES, WAGNER	I	VICE PRESIDENT MARKETING	NA	Control
ZERWECK, JAMES, WAGNER	I	VICE PRESIDENT MARKETING	NA	Control
ZERWECK, JAMES, WAGNER	I	VICE PRESIDENT MARKETING	NA	Control
ZERWECK, JAMES, WAGNER	I	VICE PRESIDENT MARKETING	NA	Control
ZERWECK, JAMES, WAGNER	I	VICE PRESIDENT MARKETING	NA	Control
ZERWECK, JAMES, WAGNER	I	NATIONAL SALES MANAGER	NA	Control
ZERWECK, JAMES, WAGNER	I	NATIONAL SALES MANAGER	NA	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control
IC FINANCIAL, INC.	DE	SOLE SHAREHOLDER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
DEVITO, RALPH, JAMES	I	RALPH DEVITO FAMILY TRUST	F	Control
DEVITO, RALPH, JAMES	I	RALPH DEVITO FAMILY TRUST	F	Control
DEVITO, RALPH, JAMES	I	RALPH DEVITO FAMILY TRUST	F	Control
DEVITO, RALPH, JAMES	I	RALPH DEVITO FAMILY TRUST	F	Control
DEVITO, RALPH, JAMES	I	RALPH DEVITO FAMILY TRUST	F	Control
DEVITO, RALPH, JAMES	I	RALPH DEVITO FAMILY TRUST	F	Control
DEVITO, RALPH, JAMES	I	RALPH DEVITO FAMILY TRUST	F	Control
DEVITO, RALPH, JAMES	I	RALPH DEVITO FAMILY TRUST	F	Control
DEVITO, RALPH, JAMES	I	RALPH DEVITO FAMILY TRUST	F	Control
DEVITO, RALPH, JAMES	I	RALPH DEVITO FAMILY TRUST	F	Control
DEVITO, RALPH, JAMES	I	RALPH DEVITO FAMILY TRUST	F	Control
DEVITO, RALPH, JAMES	I	RALPH DEVITO FAMILY TRUST	F	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
DEVITO, RALPH, JAMES	I	IC FINANCIAL, INC.	E	Control
RALPH DEVITO FAMILY TRUST	DE	IC FINANCIAL, INC.	E	Control
RALPH DEVITO FAMILY TRUST	DE	IC FINANCIAL, INC.	E	Control
RALPH DEVITO FAMILY TRUST	DE	IC FINANCIAL, INC.	E	Control
RALPH DEVITO FAMILY TRUST	DE	IC FINANCIAL, INC.	E	Control
RALPH DEVITO FAMILY TRUST	DE	IC FINANCIAL, INC.	E	Control
RALPH DEVITO FAMILY TRUST	DE	IC FINANCIAL, INC.	E	Control
RALPH DEVITO FAMILY TRUST	DE	IC FINANCIAL, INC.	E	Control
RALPH DEVITO FAMILY TRUST	DE	IC FINANCIAL, INC.	E	Control
RALPH DEVITO FAMILY TRUST	DE	IC FINANCIAL, INC.	E	Control
RALPH DEVITO FAMILY TRUST	DE	IC FINANCIAL, INC.	E	Control
RALPH DEVITO FAMILY TRUST	DE	IC FINANCIAL, INC.	E	Control
RALPH DEVITO FAMILY TRUST	DE	IC FINANCIAL, INC.	E	Control

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (52)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV

Address

1420 ROUTE 206 NORTH
SUITE 210
BEDMINSTER, NJ 07921
United States

Phone: 908-707-4422