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AS

Antonio Salazar

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CRD#: 4564027
AS

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.

Antonio Salazar, who also goes by Anthony Salazar, Antonio F Salazar, Antonio F. Salazar, was a registered financial professional .

Antonio is a previously registered financial professional and started their career in finance in 2002. Antonio had worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anthony Salazar | Antonio F Salazar | Antonio F. Salazar

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.
The advisor shows no other business activity.

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 16, 2017 - June 19, 2019

IBN FINANCIAL SERVICES, INC.

BD
CRD#: 42360
LIVERPOOL, NY
Past

August 18, 2014 - August 4, 2017

FREEDOM INVESTORS CORP.

BD
CRD#: 23714
Longwood, FL
Past

November 3, 2010 - December 31, 2014

MERRIMAC CORPORATE SECURITIES, INC.

BD
CRD#: 35463
ALTAMONTE SPRINGS, FL
Past

October 21, 2010 - November 5, 2010

BROOKVILLE CAPITAL PARTNERS

BD
CRD#: 102380
MELVILLE, NY
Past

November 29, 2007 - October 21, 2010

WALLSTREET*E FINANCIAL SERVICES, INC.

BD
CRD#: 43896
FLUSHING, NY
Past

January 18, 2006 - November 7, 2007

J.H. DARBIE & CO., INC.

BD
CRD#: 43520
NEW YORK, NY
Past

May 12, 2005 - January 13, 2006

E1 ASSET MANAGEMENT, INC.

BD
CRD#: 46872
NEW YORK, NY
Past

June 3, 2004 - May 13, 2005

J.H. DARBIE & CO., INC.

BD
CRD#: 43520
NEW YORK, NY
Past

March 22, 2004 - April 7, 2004

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

November 18, 2002 - March 19, 2004

E1 ASSET MANAGEMENT, INC.

BD
CRD#: 46872
JERSEY CITY, NJ
Past

August 13, 2002 - October 31, 2002

TRIDENT PARTNERS LTD.

BD
CRD#: 41258
WOODBURY, NY
Past

July 23, 2002 - August 30, 2002

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, 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".
IF
IBN FINANCIAL SERVICES, INC.
IBN FINANCIAL SERVICES, INC | M. ROBERT BURTON ASSOCIATES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 42360 / SEC#: 801-111848, 8-49815

RIA
Registered Investment Advisory firm - SEC (10/12/2017 Approved)
Kentucky
Registered Investment Advisory firm - SEC (2/1/2018 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (2/1/2018 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (2/28/2018 Terminated)
New York
Registered Investment Advisory firm - SEC (7/19/2021 Terminated)
Oregon
Registered Investment Advisory firm - SEC (8/12/2021 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (2/5/2018 Terminated)
Texas
Registered Investment Advisory firm - SEC (2/1/2018 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

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: 8/23/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IF
IBN FINANCIAL SERVICES, INC.
IBN FINANCIAL SERVICES, INC | M. ROBERT BURTON ASSOCIATES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 42360 / SEC#: 801-111848, 8-49815

RIA
Registered Investment Advisory firm - SEC (10/12/2017 Approved)
Kentucky
Registered Investment Advisory firm - SEC (2/1/2018 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (2/1/2018 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (2/28/2018 Terminated)
New York
Registered Investment Advisory firm - SEC (7/19/2021 Terminated)
Oregon
Registered Investment Advisory firm - SEC (8/12/2021 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (2/5/2018 Terminated)
Texas
Registered Investment Advisory firm - SEC (2/1/2018 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
404 Old Liverpool Rd, Liverpool, NY 13088
Mailing Address
P.o. Box 2365, Liverpool, NY 13089
Phone number
(315) 652-4426
Established
New York since 12/15/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
79

SEC notice filing (18 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (50 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

RICHARD J CARLESCO JR (3/21/2025)

Direct owners and executive officers


NamePositionCRD#
CARLESCO, RICHARD JAMES JRCHIEF EXECUTIVE OFFICER, CHEIF FINANCIAL OFFICER2135988
AVERY, CHRISTOPHER RYANCHIEF OPERATIONS OFFICER4706653
EVANS, TIMOTHY EDWARDEQUITY PARTNER6259284
BODKIN, GREGORY PATRICKCHIEF COMPLIANCE OFFICER3008389

Regulatory assets under management


Total Number of Accounts768
AUM (Assets Under Management)$ 180,458,175

Disclosures


Regulatory Event9

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


IBN FINANCIAL SERVICES, INC.

CRD#: 42360

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