Investor Solutions

Investor Solutions (CRD# 106532) is a financial advisory firm headquartered in Coconut Grove, FL. They manage $958,881,151 in 1,444 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    959
    MILLION
  • Total Number of Accounts
    1,444
    ACCOUNTS
  • Average Account Value
    $664,045
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

AL, AZ, CA, CO, FL, GA, IL, LA, NC, NH, NJ, NY, OK, OR, SC, TN, TX, VA

Financial Advisors at Investor Solutions
Showing 1 - 7 of 7 top financial advisors.
1
Francis C. Armstrong
CRD#: 7298
2665 S. Bayshore Dr., Suite 230, Coconut Grove, FL 33133

Francis Armstrong (CRD# 7298) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has over 40 years of experience in the finance industry. Francis Armstrong 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
Louis L. Feldman
CRD#: 5626909
2665 S. Bayshore Dr., Suite 230, Coconut Grove, FL 33133

Louis Feldman (CRD# 5626909) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has over 13 years of experience in the finance industry. Louis Feldman 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
Richard J. Feldman
CRD#: 2912080
2665 S. Bayshore Dr., Suite 230, Coconut Grove, FL 33133

Richard Feldman (CRD# 2912080) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has over 23 years of experience in the finance industry. Richard Feldman 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
Brett C. Fingerhut
CRD#: 5129055
2665 S. Bayshore Dr., Suite 230, Coconut Grove, FL 33133

Brett Fingerhut (CRD# 5129055) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has over 14 years of experience in the finance industry.

5
Robert J. Gordon
CRD#: 4346012
2665 S. Bayshore Dr., Suite 230, Coconut Grove, FL 33133

Robert Gordon (CRD# 4346012) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has over 19 years of experience in the finance industry.

6
John J. Pitlosh
CRD#: 3261437
Coconut Grove, FL 33133

John Pitlosh (CRD# 3261437) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has over 21 years of experience in the finance industry. John Pitlosh 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
Alan J. Whitby
CRD#: 5330508
2665 S. Bayshore Dr., Suite 230, Coconut Grove, FL 33133

Alan Whitby (CRD# 5330508) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has 1 year of experience in the finance industry. Alan Whitby 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.