Claim Profile
HS

Harold Frederick Strong

INSTITUTIONAL SHAREHOLDER SERVICES INC.·ROCKVILLE, Maryland
Unclaimed Profile
702 KING FARM BLVD., ROCKVILLE, MD 20850CRD# 1007320Firm CRD# 111940
01

About

Harold Frederick Strong 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
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# 1007320
Firm CRD# 111940
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROCKVILLE?

Browse all registered financial advisors in ROCKVILLE, Maryland or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Harold Frederick Strong offer?
Harold Frederick Strong specializes in Financial Education. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Harold Frederick Strong's credentials?
Harold Frederick Strong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harold Frederick Strong located?
Harold Frederick Strong 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 Harold Frederick Strong charge for services?
Harold Frederick Strong'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty