Iam Advisory LLC

Firm record

As recorded in SEC IAPD

Firm CRD

305492

SEC number

801-117991

Firm type

RIA

Assets under management

$699.4M as of Jun 12, 2026

Website

www.iamadvisoryllc.com ↗

Phone

610-258-3269

Address

137 North Second Street, Easton, PA, 18042

Advisors at this firm

9 in our index · page 1 of 1

• James August BartolacciCRD 2742370 · Easton, PA
  IA RegisteredRegistration inactive
• John C BianchiCRD 2197754 · Wyckoff, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ryan Joseph ConlinCRD 5789320 · Easton, PA
  IA RegisteredRegistration inactive
• Spencer FriedCRD 5920261 · Scotch Plains, NJ
  IA RegisteredRegistration inactive
• Stephen Gerard GooditisCRD 1800993 · Easton, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Stephen KronickCRD 1145926 · Eagle Bay, NY
  IA RegisteredRegistration inactive
• Joseph Clark ParsonsCRD 869879 · Easton, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jesse Philip PellegrinoCRD 6287799 · Easton, PA
  IA RegisteredRegistration inactive
• Richard Sewall RodmanCRD 1056041 · Scotch Plains, NJ
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.