Ibn Financial Services, Inc.

Overview

Ibn Financial Services, Inc. is a Broker Dealer and registered investment adviser based in Liverpool, NY, registered since 1997. It reports $87.7M in assets under management across 519 accounts, with 52 employees. Its 50 registered representatives work across 16 branch offices in 6 states.

Reported AUM

$87.7M

Discretionary

100%

Accounts

519

Average account

$169K

Employees

52

Registered reps

50

Branch offices

16

Registered since

1997

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Oil & Gas Partnerships
• Options
• 7 more

Executive officers 3 of 5

• Richard James Carlesco Jr Chief Executive Officer, Chief Financial Officer CRD 2135988
• Christopher Ryan Avery Chief Operating Officer CRD 4706653
• Monica Ann Coles Chief Compliance Officer CRD 5445069

2 more executive officers, with direct contact details

Registered reps 3 of 50

• Harjit Kaur Arora Registered Rep · Investment Adviser Rep CRD 3065406
• Christopher R Avery Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4706653
• Frank V Barravechia Registered Rep CRD 2176908

47 more registered reps, with emails, phones and branch locations

Location

Headquarters

404 Old Liverpool Rd
Liverpool, NY 13088

County

Onondaga

Metro area

Syracuse, NY

Region

Northeast

Branch offices

16 in 6 states, including Bloomfield, CT, Bluffton, SC and Anaheim, CA

Registrations

• SEC registered, corporation formed in New York
• Registered in 50 jurisdictions
• Website: ibrokernet.com

Every state, with registration dates

Similar firms near Liverpool

• MPM Advisors Group LLCLiverpool, NY$116M AUM
• IBN Advisory Services, Inc.Liverpool, NY$69.8M AUM
• Rockbridge Investment Management, LLCSyracuse, NY$1.8B AUM
• Pinnacle Investments, LLCEast Syracuse, NY$1.3B AUM
• Reagan Companies Asset Management, IncSyracuse, NY$1.2B AUM