Joseph E. Storzinger

IBN ADVISORY SERVICES

Holbrook, NY

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CRD#: 2554671

Professional summary

Joseph Edward Storzinger is a registered financial advisor currently at IBN ADVISORY SERVICES, INC. located in Holbrook, New York and IBN FINANCIAL SERVICES, INC. located in Liverpool, New York.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Joseph has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

(1) JD Prosperities, Inc.: Holding Company. 100% Owner. 1 hour devoted per month, 0 hours during market hours. (2) JSJ Energy Ventures, Inc.: Energy consulting. Board of Directors. 3% Owner. Less than 4 hour per month, 0 hours during market hours. (3) Harlem Standard Equity; Real estate consulting. Strategic Advisor. 0% owner. Less than 4 hours per month, none during market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Edward Storzinger'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

January 23, 2023 - Present

IBN ADVISORY SERVICES, INC.

RIA

CRD#: 293288

Holbrook, NY

Current

February 13, 2023 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 404 Old Liverpool Rd, Liverpool, NY 13088

RIA

CRD#: 42360

Liverpool, NY

Past

January 9, 2019 - September 25, 2020

MOMENTIX CAPITAL, INC.

CRD#: 20130

Massapequa, NY

Past

March 7, 2017 - December 31, 2018

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

Massapequa, NY

Past

June 10, 2014 - March 7, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MELVILLE, NY

Past

October 21, 1998 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 21, 1998 - March 7, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MELVILLE, NY

Past

August 6, 1996 - June 11, 1998

GLOBAL CAPITAL MARKETS, LLC

CRD#: 16191

MELVILLE, NY

Past

February 9, 1996 - January 28, 1997

STRATTON OAKMONT INC.

CRD#: 18692

LAKE SUCCESS, 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".

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

New York
(1/23/2023)

New York
(5/23/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/23/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/23/2023

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: 1/18/1996

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 Approved)

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Contact information

Main Address

404 Old Liverpool Rd., Liverpool, NY 13088

Mailing Address

Po Box 2365, Liverpool, NY 13089

Phone number

(315) 652-4426

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IBN ADV FORM ADV 2A BROCHURE- 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,524
AUM (Assets Under Management)	$ 184,948,056

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Joseph E. Storzinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Edward Storzinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

IBN FINANCIAL SERVICES, INC.

MOMENTIX CAPITAL, INC.

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

GLOBAL CAPITAL MARKETS, LLC

STRATTON OAKMONT INC.

Primary Firm SEC Registration

IBN ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/23/2023

Series 65

Date: 1/23/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/18/1996

FINRA

Current Firm

IBN ADVISORY SERVICES, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IBN ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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