LI
Linda Ialacci
H&S TAX AND WEALTH ADVISORS LLC
Hamilton, NJ
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CRD#: 6143270
LI
Professional summary
Linda Ialacci is a registered financial advisor currently at H&S TAX AND WEALTH ADVISORS LLC located in Hamilton, New Jersey.
Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Linda has worked at 1 firm and has passed the Series 65 exam.
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) Ryan's Quest, Inc., P.O. Box 2544, Hamilton, NJ, 08690; 501(c)(3) not for profit organization to increase awareness/research funding for Duchenne muscular dystrophy. Non-investment related. Treasurer since roughly 2009; duties include maintaining the financial records of the organization, recording deposits and expenditures, writing checks (with executive director approval), reconciling bank statements, managing cash at major fundraising events, and providing consultation related to cash management. I attend board meetings and present financial information to board members. I am not compensated for this role. I spend roughly 100 hours per year working in this organization, with large seasonal fluctuations. More time is spent between November and June; less time is spent between July and October. (2) Subcontractor for an accounting firm that is related (by common ownership) to an RIA. I provide tax preparation, planning services, and consulting to the firms' clients. I do not perform any investment services and am not an employee. The companies are Alliance Accounting Group, LLC and Alliance Wealth Management Group, LLC, located at 23 Royal Road, Flemington, NJ, 08822. Started September 2014; hours/time spent varies, approx 40 hours per month in 2019.
CRS (Client Relationship Summary) - RIA
Click below to view Linda Ialacci's 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®
NoneExperience
Current
March 8, 2021 - Present
H&S TAX AND WEALTH ADVISORS LLC
RIA
CRD#: 290643
Hamilton, NJ
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(3/8/2021)
Current Firm
HT
H&S TAX AND WEALTH ADVISORS LLC
H&S TAX AND WEALTH ADVISORS LLC
CRD#: 290643 / SEC#:
New Jersey
Registered Investment Advisory firm - (11/24/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Maple Ave Unit 2a, Red Bank, NJ 07704
Mailing Address
Phone number
(732) 268-8813
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 155 |
| AUM (Assets Under Management) | $ 58,479,811 |
Red Flags
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