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Allen Peter Heery

INSTITUTIONAL SHAREHOLDER SERVICES INC.·ROCKVILLE, Maryland
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702 KING FARM BLVD., ROCKVILLE, MD 20850CRD# 4404122Firm CRD# 111940
01

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.

02

Focus Areas

Specialties
Financial Education
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
INSTITUTIONAL SHAREHOLDER SERVICES INC.
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
04

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
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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