Investacorp Advisory Services Inc.

Investacorp Advisory Services Inc. (CRD# 109011) is a financial advisory firm headquartered in Miami, FL. They manage $1,605,732,360 in 6,229 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,606
    MILLION
  • Total Number of Accounts
    6,229
    ACCOUNTS
  • Average Account Value
    $257,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Investacorp Advisory Services Inc.
Showing 1 - 10 of 222 top financial advisors.
1
Christopher T. Brady
CRD#: 2854004
10305 Nw 41st Street, Miami, FL 33178
96
Wealthminder
score

Christopher Brady (CRD# 2854004) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Miami, FL and has over 18 years of experience in the finance industry. Christopher Brady has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James F. Buckley
CRD#: 1625386
444 Seabreeze Blvd, Suite 660, Daytona Beach, FL 32118
96
Wealthminder
score

James Buckley (CRD# 1625386) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Daytona Beach, FL and has over 16 years of experience in the finance industry. James Buckley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Donald A. Cafero
CRD#: 1061517
191 Post Road West, Westport, CT 06880
96
Wealthminder
score

Donald Cafero (CRD# 1061517) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Westport, CT and has over 24 years of experience in the finance industry.

4
Brenda P. Catugno
CRD#: 2332306
Fairfield, CT
96
Wealthminder
score

Brenda Catugno (CRD# 2332306) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Fairfield, CT and has over 17 years of experience in the finance industry.

5
David R. Clogg
CRD#: 48898
38781 Wilson Avenue, Selbyville, DE 19975
96
Wealthminder
score

David Clogg (CRD# 48898) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Selbyville, DE and has over 10 years of experience in the finance industry.

6
Ryan P. Collin
CRD#: 4881579
304 Fox Glen Court, Barrington, IL 60010
96
Wealthminder
score

Ryan Collin (CRD# 4881579) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Barrington, IL and has over 11 years of experience in the finance industry. Ryan Collin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
William D. Cooney
CRD#: 4723322
1601 5th Ave Ste 1800, Seattle, WA 98101
96
Wealthminder
score

William Cooney (CRD# 4723322) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Seattle, WA and has over 12 years of experience in the finance industry.

8
Janice F. Dabate
CRD#: 1275110
Manchester, CT
96
Wealthminder
score

Janice Dabate (CRD# 1275110) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Manchester, CT and has over 32 years of experience in the finance industry. Janice Dabate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
James E. Driskell
CRD#: 1032097
2153 Riverchase Office Road, Birmingham, AL 35244
96
Wealthminder
score

James Driskell (CRD# 1032097) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Birmingham, AL and has over 30 years of experience in the finance industry.

10
Robert H. Dyer
CRD#: 1229230
Phoenix, MD
96
Wealthminder
score

Robert Dyer (CRD# 1229230) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Phoenix, MD and has over 32 years of experience in the finance industry. Robert Dyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.