Robert M. Star

IBN ADVISORY SERVICES

Bluffton, SC 29910

Some features on this profile are disabled

CRD#: 3235830

Professional summary

Robert Mark Star, who also goes by Robert M Star, is a registered financial advisor currently at IBN ADVISORY SERVICES, INC. located in Bluffton, South Carolina and IBN FINANCIAL SERVICES, INC. located in Bluffton, South Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Robert has worked at 13 firms and has passed the Series 66, Series 65, Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert M Star

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.

STAR VANGROUW, LLC 29 PLANTATION PARK DRIVE, BLUFFTON, SC 29910 NON-INVESTMENT RELATED. PARTNER, 50% OWNER. FULL SERVICE TAX PREPARATIN AND BOOKKEEPING SERVICES. START DATE - 2012. LIMITED ROLE IN PROCESSING INCOMING CLIENT DOCUMENTS AND SOLICITING OUR TAX SERVICES. 1 HOUR PER WEEK, 4 HOURS PER MONTH. ZERO HOURS DURING MARKET HOURS. AIG Properties, Non Investment Related. 29 Plantation Point Dr. #804, Bluffton, SC, Nature: Office rental property, Owner. Start 01/2008. 1 hour per month, 0 trading hours. Passive owner of an office condo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Mark Star'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

December 18, 2020 - Present

IBN ADVISORY SERVICES, INC.

Office #1: 29 Plantation Park Dr, Ste 804, Bluffton, SC 29910

RIA

CRD#: 293288

Bluffton, SC

Current

February 10, 2017 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 29 Plantation Park Drive Suite 804, Bluffton, SC 29910

RIA

CRD#: 42360

Bluffton, SC

Past

February 11, 2014 - December 31, 2020

STARVANGROUW FINANCIAL

RIA

CRD#: 127499

BLUFFTON, SC

Past

January 29, 2014 - February 9, 2017

SOURCE CAPITAL GROUP, INC.

CRD#: 36719

BLUFFTON, SC

Past

July 8, 2009 - December 31, 2013

EDI INVESTMENT ADVISOR CORPORATION

RIA

CRD#: 124129

BLUFFTON, SC

Past

May 22, 2009 - January 24, 2014

EDI FINANCIAL, INC.

CRD#: 15699

BLUFFTON, SC

Past

May 6, 2008 - May 22, 2009

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

BLUFFTON, SC

Past

May 5, 2008 - May 22, 2009

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

BLUFFTON, SC

Past

January 30, 2008 - May 19, 2008

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

BLUFFTON, SC

Past

October 1, 2007 - May 19, 2008

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

BLUFFTON, SC

Past

April 2, 2007 - September 5, 2007

OSAIC SERVICES, INC.

CRD#: 133763

OKATIE, SC

Past

December 13, 2002 - October 26, 2005

THE BENCHMARK COMPANY, LLC

CRD#: 22982

NEW YORK, NY

Past

November 16, 2001 - April 18, 2002

WORLDCO, L.L.C.

CRD#: 24673

NEW YORK, NY

Past

January 12, 2001 - August 1, 2001

DEUTSCHE IXE, LLC

CRD#: 7172

NEW YORK, NY

Past

September 28, 1999 - January 11, 2001

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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

Alabama
(2/22/2017)

IAR

Alabama
(12/21/2020)

Florida
(2/10/2017)

Michigan
(2/10/2017)

New Jersey
(2/10/2017)

North Carolina
(2/10/2017)

IAR

North Carolina
(2/25/2021)

South Carolina
(2/10/2017)

IAR

South Carolina
(12/18/2020)

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

Exams

State Security Law Exam

IAR

Series 66

Date: 1/18/2008

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/10/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/16/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 3/23/2001

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 7/27/1999

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Tyler Atkinson

LPL FINANCIAL LLC

IAR

BELLEVUE, WA

Michael Ginsberg

GINSBERG FINANCIAL STRATEGIES

IAR

Walnut Creek, CA

Assunta Mclane

SUMMIT PLACE FINANCIAL ADVISORS, LLC

IAR

Summit, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert M. Star

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Mark Star's CRS (Customer Relationship Summary).

Certified licenses

Experience

IBN FINANCIAL SERVICES, INC.

STARVANGROUW FINANCIAL

SOURCE CAPITAL GROUP, INC.

EDI INVESTMENT ADVISOR CORPORATION

EDI FINANCIAL, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

OSAIC SERVICES, INC.

THE BENCHMARK COMPANY, LLC

WORLDCO, L.L.C.

DEUTSCHE IXE, LLC

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

IBN ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2008

Series 65

Date: 9/10/1999

Series 63

Date: 8/16/1999

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 3/23/2001

Series 7

Date: 7/27/1999

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

Similar Advisors