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Joseph Storzinger

Ibn Financial Services, INC
27 Years of Experience
Holbrook, NY
2 DisclosuresBroker
View SEC Summary
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Joseph Storzinger is a registered investment advisor at Ibn Financial Services, INC, based in Holbrook, NY, with 27 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 519 clients with $88M in assets under management.

Ibn Financial Services, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
519 clients
Average Client Portfolio
$169K average
Assets Under Management
$87.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.50% to 2.00% per year depending on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Holbrook, NY

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024
Pending
Customer Dispute
June 1997
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joseph is the 100% owner of JD Prosperities, Inc., a holding company, dedicating minimal time. He also serves on the board of directors and owns 3% of JSJ Energy Ventures, Inc., an energy consulting firm, and acts as a strategic advisor for Harlem Standard Equity, a real estate consulting firm, spending minimal time on each.

Employment History
Current Registrations
Ibn Financial Services, INC.Broker
February 2023 - Present · 3 yrs 8 mos
Ibn Financial Services, INC.
February 2023 - Present · 3 yrs 8 mos
Ibn Advisory Services, INC.
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Traderfield Securities INC.Broker
January 2019 - September 2020 · 1 yr 8 mos
American Portfolios Financial Services, INC.Broker
March 2017 - December 2018 · 1 yr 9 mos
Ameriprise Financial Services, INC.
June 2014 - March 2017 · 2 yrs 9 mos
Ameriprise Financial Services, INC.Broker
October 1998 - March 2017 · 18 yrs 5 mos
Ids Life Insurance CompanyBroker
October 1998 - July 2006 · 7 yrs 9 mos
The J.B. Sutton Group, LLCBroker
August 1996 - June 1998 · 1 yr 10 mos
Stratton Oakmont INC.Broker
February 1996 - January 1997 · 11 mos
State Registrations1 state
NY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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