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KS

Kevin C. Smedley

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CRD#: 3020153
KS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Christopher Smedley was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1998. Kevin had worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
ROSENFELT, SIEGEL & GOLDBERG, PC. CPA FIRM. SHAREHOLDER, EMPLOYEE.I AM A CPA. ALSO TRUST RELATED SERVICES. CO-TRUSTEE OF STEVEN MASLOW EXEMPTION TRUST AND LAWRENCE MASLOW PROPERTY TRUST. DEVOTE 1 to 20%. ANNUAL COMPENSATION 1 TO 20%. ESTABLISHED CONNECTION IN 1988. PLAN TO CONTINUE.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 3, 2009 - March 3, 2025

IC ADVISORY SERVICES, INC.

RIA
CRD#: 140190
BALA CYNWYD, PA
Past

January 5, 1999 - March 3, 2025

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BALA CYNWYD, PA
Past

June 3, 1998 - January 4, 1999

CPA ADVISORS NETWORK, INC.

BD
CRD#: 10880
PROVIDENCE, RI

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/23/1998
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IA
IC ADVISORY SERVICES, INC.
IC ADVISORY SERVICES, INC.

CRD#: 140190 / SEC#: 801-66512

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Contact information


Main Address
1420 Route 206 North Suite 210, Bedminster, NJ 07921
Mailing Address
1420 Route 206 North, Suite 210 P.o. Box 770, Bedminster, NJ 07921
Phone number
(908) 707-4422
Established
Firm type
Fiscal year end
# of Employees
220

Documents


Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/30/2025)

Regulatory assets under management


Total Number of Accounts5,528
AUM (Assets Under Management)$ 2,056,415,877

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/02/2024
Cover Page
02/15/2024
01/10/2023

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.

Company Information


IC ADVISORY SERVICES, INC.

CRD#: 140190

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