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INSTITUTIONAL SHAREHOLDER SERVICES INC.
INSTITUTIONAL SHAREHOLDER SERVICES INC.
ROCKVILLE, Maryland
·
13 registered advisors
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CRD# 111940
SEC# 801-55092
4
301-556-0500
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
3600
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Publication of periodicals/newsletters
Market timing services
Educational seminars/workshops
Other
Compensation
Fixed fees
Subscription fees
Other: PER ANALYSIS FOR PROXY ANALYSES; PER VOTE FOR PROXY VOTING; ESG
03
Specialties
Financial Education
04
Advisors at INSTITUTIONAL SHAREHOLDER SERVICES INC.
13 registered advisors
Allen Peter Heery
ROCKVILLE, Maryland
CRD# 4404122
Andrew John Murphy Cavanna
ROCKVILLE, Maryland
CRD# 2912535
Benjamin L. Brigeman
ROCKVILLE, Maryland
CRD# 1281379
Daniel Timothy Lantz
ROCKVILLE, Maryland
CRD# 6245675
Gary Retelny
ROCKVILLE, Maryland
CRD# 1551028
Geoffrey Ian Miller
ROCKVILLE, Maryland
CRD# 5187662
Harold Frederick Strong
ROCKVILLE, Maryland
CRD# 1007320
Maria Carmen Subramanian Pinnell
ROCKVILLE, Maryland
CRD# 5342054
Olayinka Abeny Odeniran
ROCKVILLE, Maryland
CRD# 4381442
Robert Laurence Rosner
ROCKVILLE, Maryland
CRD# 1418097
Scott Andrew Niehaus
ROCKVILLE, Maryland
CRD# 7251274
Stephen Harvey
ROCKVILLE, Maryland
CRD# 5907615
Steven Edward Friedman
ROCKVILLE, Maryland
CRD# 4777821
05
Office Locations
ROCKVILLE, Maryland
13 advisors
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Data sourced from SEC Form ADV filings. INSTITUTIONAL SHAREHOLDER SERVICES INC. (CRD# 111940) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.