Investacorp Advisory Services Inc.

Investacorp Advisory Services Inc. (CRD# 109011) is a financial advisory firm headquartered in Miami, FL. They manage $2,096,873,361 in 6,360 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,097
    MILLION
  • Total Number of Accounts
    6,360
    ACCOUNTS
  • Average Account Value
    $329,697
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 246 top financial advisors.
1
Jason J. Peplinski
CRD#: 4234120
770 North Cotner Blvd, Suite 411, Lincoln, NE 68505
98
Wealthminder
score

Jason Peplinski (CRD# 4234120) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Lincoln, NE and has over 10 years of experience in the finance industry.

2
Gregory Barber
CRD#: 5700979
202 Renaissance Blvd Suite 220, King Of Prussia, PA 19406
96
Wealthminder
score

Gregory Barber (CRD# 5700979) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in King Of Prussia, PA and has over 5 years of experience in the finance industry. Gregory Barber 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
Scott M. Barber
CRD#: 4822754
196 West Dubois Ave, Dubois, PA 15801
96
Wealthminder
score

Scott Barber (CRD# 4822754) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Dubois, PA and has over 13 years of experience in the finance industry. Scott Barber 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.

4
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 19 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.

5
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 17 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.

6
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 26 years of experience in the finance industry.

7
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 18 years of experience in the finance industry.

8
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 11 years of experience in the finance industry.

9
Ryan P. Collin
CRD#: 4881579
2150 E Lake Cook Road, Suite 750, Buffalo Grove, IL 60089
96
Wealthminder
score

Ryan Collin (CRD# 4881579) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Buffalo Grove, IL and has over 13 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.

10
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 14 years of experience in the finance industry.

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