ADVOCATE INVESTING SERVICES, LLC

ADVOCATE INVESTING SERVICES
WOODBINE, Maryland·1 registered advisor·CRD# 273035
SEC# 801-1256920240-403-0039
01

Firm Overview

AUM
$130M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ADVOCATE INVESTING SERVICES, LLC

1 registered advisor
Joseph Raymond Gallagher
WOODBINE, Maryland
05

Office Locations

WOODBINE, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. ADVOCATE INVESTING SERVICES, LLC (CRD# 273035) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.