John C. Bianchi

IAM ADVISORY LLC

Wyckoff, NJ 07481

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CRD#: 2197754

Professional summary

John C Bianchi, who also goes by John Bianchi, is a registered financial advisor currently at IAM ADVISORY LLC located in Wyckoff, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. John has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Bianchi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CFA INSTITUTE, NON-INVESTMENT RELATED; 477 MADISON AVENUE, 21ST FLOOR, NEW YORK, NY 10022 MEMBER SINCE 1985; 5 HRS/MTH; NON PROFIT ORGANIZATION FOR THE ADVANCEMENT OF ETHICAL INVESTMENT RESEARCH AND PORTFOLIO MANAGEMENT. JOHN AND JO ELLEN BIANCHI POSITION: Co-Owner NATURE: Other - Sold 50% equity interest in Homeat 10 Arlena Court, Madison, NJ to my Son-In-Law, Russell Hoffman and Daughter, Christina Hoffman on 4-03-18 for $432,500. Still own 50% interest in property and share maintenace costs. No longer renting home to Russell Hoffman and Christina Hoffman. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2018 ADDRESS: 91 Walnut St West, Mahwah NJ 07430, United States DESCRIPTION: Sold 50% interest in rental property tomy Son-In-Law, Russell Hoffman and Daughter, Christina Hoffman. The address of the house is 10 Arlena Court, Madison, NJ 07940. Ultimate goal is for them to acquire remaining interest in home either through secondary purchase and/or outright gift of our equity interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John C Bianchi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 13, 2020 - Present

IAM ADVISORY LLC

Office #1: 385 Clinton Avenue 2nd Floor, Wyckoff, NJ 07481

RIA

CRD#: 305492

Wyckoff, NJ

Past

December 1, 2006 - March 9, 2020

OSAIC WEALTH, INC.

CRD#: 23131

WYCKOFF, NJ

Past

March 9, 2005 - June 30, 2020

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

RIA

CRD#: 128716

MAHWAH, NJ

Past

February 2, 2005 - December 4, 2006

INVESTMENT ADVISORS & CONSULTANTS, INC.

CRD#: 7996

WEST LONG BRANCH, NJ

Past

October 6, 2003 - January 25, 2005

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549

NASHVILLE, TN

Past

July 31, 1993 - April 14, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

February 24, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IAM ADVISORY LLC

ANCHOR WEALTH STRATEGIES | TAX RELIEF INVESTMENTS | IAM ADVISORY LLC

CRD#: 305492 / SEC#: 801-117991

RIA

Registered Investment Advisory firm - (1/23/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(3/13/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/11/2003

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/18/1991

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/21/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/29/1999

General Securities Principal Examination

Current Firm

IAM ADVISORY LLC

ANCHOR WEALTH STRATEGIES | TAX RELIEF INVESTMENTS | IAM ADVISORY LLC

CRD#: 305492 / SEC#: 801-117991

RIA

Registered Investment Advisory firm - (1/23/2020 Approved)

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Contact information

Main Address

137 North Second Street, Easton, PA 18042

Mailing Address

Phone number

(610) 258-3269

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IAM FORM ADV2A DISCLOSURE BROCHURE (1/21/2025)

Regulatory assets under management

Total Number of Accounts	2,727
AUM (Assets Under Management)	$ 635,778,479

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John C. Bianchi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John C Bianchi's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

INVESTMENT ADVISORS & CONSULTANTS, INC.

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

IAM ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/11/2003

Series 65

Date: 12/18/1991

SIE

Date: 10/1/2018

Series 7

Date: 2/21/1992

Series 24

Date: 9/29/1999

Current Firm

IAM ADVISORY LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IAM ADVISORY LLC

TRUST BUT VERIFY

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