Advocate Investing Services

Advocate Investing Services (CRD# 273035) is a financial advisory firm headquartered in Woodbine, MD. They manage $129,679,305 in 310 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
15949 Frederick Road, Woodbine, MD 21797
https://www.advocateinvesting.com
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $418,320
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, FL, MD, TX, VA

Financial Advisors at Advocate Investing Services
Showing 1 - 4 of 4 top financial advisors.
1
Richard Andrews, financial advisor Woodbine MD
Richard T. Andrews
CRD#: 2735508
15949 Frederick Road, Woodbine, MD 21797

Richard Andrews (CRD# 2735508) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 26 years of experience in the finance industry.

2
Joseph Gallagher, financial advisor Woodbine MD
Joseph R. Gallagher
CRD#: 2516132
15949 Frederick Road, Woodbine, MD 21797

Joseph Gallagher (CRD# 2516132) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 29 years of experience in the finance industry.

3
Mamie Liu, financial advisor Woodbine MD
Mamie Y. Liu
CRD#: 5285060
15949 Frederick Road, Woodbine, MD 21797

Mamie Liu (CRD# 5285060) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 17 years of experience in the finance industry.

4
Stephen Koda, financial advisor Woodbine MD
Stephen T. Koda
CRD#: 7439503
15949 Frederick Road, Woodbine, MD 21797

Stephen Koda (CRD# 7439503) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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