Joseph Edward Storzinger
Investment adviser representative at Ibn Advisory Services, Inc.
21 yearsExperience
1 stateRegistered in
$69.8MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Zing Financial, Inc.Apr 2026 to now
- Ibn Advisory Services, Inc.Dec 2022 to now
- Ibn Financial Services, Inc.Dec 2022 to now
- Northwell HealthJun 2025 to Jul 2026
- J.D. Prosperities, Inc.Sep 2020 to Jun 2024
- Traderfield Securities Inc.Jan 2019 to Sep 2020
- A.G. Morgan Financial Advisors, LLCMar 2017 to Sep 2020
- American Portfolios Financial Services, Inc.Mar 2017 to Dec 2018
- Ameriprise Financial Services, Inc.Sep 2005 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ibn Advisory Services, Inc.
$69.8MAssets managed
197Clients
7Advisers
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
- 2554671
- Firm CRD
- 293288