Unclaimed Profile

Allen Peter Heery

INSTITUTIONAL SHAREHOLDER SERVICES INC.·ROCKVILLE, Maryland

Clean recordINSTITUTIONAL SHAREHOLDER SERVICES INC.

702 KING FARM BLVD., ROCKVILLE, MD 20850CRD# 4404122Firm CRD# 111940

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allen Peter Heery · ROCKVILLE, MD

Registration

CRD #4404122 · INSTITUTIONAL SHAREHOLDER SERVICES INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Allen Peter Heery is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with INSTITUTIONAL SHAREHOLDER SERVICES INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Education

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

INSTITUTIONAL SHAREHOLDER SERVICES INC.

AUM

—

Regulatory assets under management

Employees

3600

Total firm employees

View all advisors at INSTITUTIONAL SHAREHOLDER SERVICES INC. →

Services

Publication of periodicals/newsletters

Market timing services

Educational seminars/workshops

Other

Background

Compensation

Fixed fees

Subscription fees

Other: PER ANALYSIS FOR PROXY ANALYSES; PER VOTE FOR PROXY VOTING; ESG

Regulatory

SEC/IARD CRD# 4404122

Firm CRD# 111940

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Frequently Asked Questions

What services does Allen Peter Heery offer?

Allen Peter Heery specializes in Financial Education. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Allen Peter Heery's credentials?

Allen Peter Heery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allen Peter Heery located?

Allen Peter Heery is based in ROCKVILLE, Maryland, working with INSTITUTIONAL SHAREHOLDER SERVICES INC.. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Allen Peter Heery charge for services?

Allen Peter Heery's firm is compensated through fixed fees, subscription fees, other: per analysis for proxy analyses; per vote for proxy voting; esg. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSTITUTIONAL SHAREHOLDER SERVICES INC.?

INSTITUTIONAL SHAREHOLDER SERVICES INC. has approximately 3600 employees. The firm is registered with the SEC as an investment adviser.

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