Richard James Carlesco
Investment adviser representative at Ibn Financial Services, Inc
24 yearsExperience
2 statesRegistered in
$87.7MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Cambridge Investment Research Advisors, Inc.Apr 2025 to now
- Cambridge Investment Research, Inc.Apr 2025 to now
- Ibn Financial Services, Inc.Jan 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
Ibn Financial Services, Inc
Legal name: Ibn Financial Services, Inc.
$87.7MAssets managed
519Clients
14Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2135988
- Firm CRD
- 42360