Advisor at IAM Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Eagle Bay, NY
Credentials
Series 63, Series 65
Industry experience
34 years
Stephen Kronick is a financial advisor at IAM Advisory LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Inc. and Investment Advisors Asset Management, LLC. He has been with IAM Advisory since 2020. IAM Advisory LLC provides wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm combines a long-term strategic asset allocation framework with a tactical overlay, utilizing low-cost mutual funds, ETFs, and individual securities selected through statistical analysis and qualitative review.
Based on IAM Advisory LLC
Financial planning fixed fees range from $250 to $7,500 per engagement
0.50% to 2.00% annually based on factors such as scope, complexity, asset level, and relationship
Financial planning hourly fees range from $100 to $500 per hour
Minimum fee: $250 annual minimum fee for wealth management services Fee-only: Financial planning services offered on hourly ($100-$500/hr) or fixed fee basis ($250-$7,500 per engagement)
Eagle Bay, NY
New York · Pennsylvania
IAM Advisory LLC
2020 - Present (6 years)
Royal Alliance Associates, INC.
2006 - 2020 (14 years)
Investment Advisors Asset Management, Llc
2005 - 2020 (15 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Thendara, NY
Gerhardt Clemans Wealth Management, Inc.
Parker Clemans is a financial advisor at Gerhardt Clemans Wealth Management, Inc. with 4 years of industry experience and a Series 65 designation. He is also president of AdironTax, LLC, an accounting firm, and holds leadership roles in property development and management companies. Gerhardt Clemans Wealth Management provides ongoing portfolio management and integrated financial planning primarily for individual clients, employing a combination of analytical approaches and a range of trading strategies. The firm emphasizes customized Investment Policy Statements and conducts regular portfolio reviews based on client goals and risk tolerance.
CFP®, Series 63, Series 65
Old Forge, NY
Wells Fargo Clearing
Bart Martinez is a CFP®-certified financial advisor with 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he manages a thoroughbred horse breeding, training, and racing business in San Diego. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.
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