Dean James Macris
Investment adviser representative at Ibn Financial Services, Inc
30 yearsExperience
1 stateRegistered in
$87.7MFirm assets
8 yearsFirm in business
Are you Dean James Macris? Claim your profile
Contact this firm
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
30 years in the industry.
- Ibn Financial Services, Inc.Jul 2016 to now
- Investment Concepts, LLCAug 2015 to now
- Guardian Life Insurance Co of AmericaJul 1996 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2527176
- Firm CRD
- 42360