# IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. of LIVERPOOL, NY is an SEC-registered investment adviser.

## Registration

- CRD: 293288
- Type: SEC-registered investment adviser
- SEC file number: 801-113320
- Location: 404 OLD LIVERPOOL RD., LIVERPOOL, NY, 13088
- Phone: 315-652-4426
- Latest filing: 2026-07-13
- Regulatory AUM: $69.8M
- Discretionary AUM: $69.8M
- Clients: 8
- Accounts: 210

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Karen Le'Ellen Coker | DIRECTOR | — |
| Richard James Carlesco | CEO | — |
| Christopher Ryan Avery | COO | — |
| Timothy Edward Evans | CCO; EQUITY PARTNER | — |
| EVANS RONALD EDWARD | CCO | — |
| CARLESCO RICHARD JAMES | CEO | — |
| AVERY CHRISTOPHER RYAN | COO | — |
| Monica Ann Coles | CHIEF COMPLIANCE OFFICER | — |
| Gregory Patrick Bodkin | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/293288/brochure
- Similar advisers: https://search.stillhousedata.com/firm/293288/similar
- Related entities: https://search.stillhousedata.com/firm/293288/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/293288

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.