Joseph Edward Storzinger

Employer firm

Ibn Advisory Services, Inc. CRD 293288

$69.8M regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2017
  Ameriprise Financial Services, Inc.
  Melville, NY
• 03/2017 → 12/2018
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 01/2019 → 09/2020
  Traderfield Securities Inc.
  Staten Island, NY
• 03/2017 → 09/2020
  A.G. Morgan Financial Advisors, Llc
  Massapequa, NY
• 12/2022 → Present
  Ibn Financial Services, Inc.
  Holbrook, NY
• 09/2020 → 06/2024
  J.D. Prosperities, Inc.
  Holbrook, NY
• 12/2022 → Present
  Ibn Advisory Services, Inc.
  Liverpool, NY
• 04/2026 → Present
  Zing Financial, Inc.
  Holbrook, NY
• 06/2025 → 07/2026
  Northwell Health
  Westbury, NY

Previous Registrations

• 2014-06-10 → 2017-03-07
  Ameriprise Financial Services, Llc
  Melville, NY
  Shirley, NY
  Holbrook, NY
  Jericho, NY

Other Businesses

RockstarX.; Neurodiverse UK/US Based business. Coach Founder. 5% Owner. Less than 10 hours per month, 4 or less hours during market hours. Harlem Standard, LLC.; American Whiskey company. Minority Owner. 2% owner. Less than 4 hours per month, 2 or less hours during market hours. Camp My Way; Nonprofit BC Canadian Wellness Society. Board Member. 0% owner. Less than 4 hours per month, 2 or less hours during market hours. NEA Member Services; Education Professional Member Organization. Retirement Specialist. 0% owner. 20 hours per month, 20 hours during market hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-05-23
• S65 Uniform Investment Adviser Law Examination
  2023-01-23