Investor Solutions

Investor Solutions (CRD# 106532) is a financial advisory firm headquartered in Coconut Grove, FL. They manage $706,713,131 in 1,335 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    707
    MILLION
  • Total Number of Accounts
    1,335
    ACCOUNTS
  • Average Account Value
    $529,373
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.

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

Financial Advisors at Investor Solutions
Showing 1 - 7 of 7 top financial advisors.
1
John J. Pitlosh
CRD#: 3261437
3250 Mary Street, Suite 207, Coconut Grove, FL 33133
101
Wealthminder
score

John Pitlosh (CRD# 3261437) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has over 18 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.

2
Francis C. Armstrong
CRD#: 7298
3250 Mary Street, Suite 207, Coconut Grove, FL 33133
96
Wealthminder
score

Francis Armstrong (CRD# 7298) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has over 37 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.

3
Richard J. Feldman
CRD#: 2912080
3250 Mary Street, Suite 207, Coconut Grove, FL 33133
96
Wealthminder
score

Richard Feldman (CRD# 2912080) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has over 20 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
3250 Mary Street, Suite 207, Coconut Grove, FL 33133
93
Wealthminder
score

Brett Fingerhut (CRD# 5129055) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has over 11 years of experience in the finance industry.

5
Robert J. Gordon
CRD#: 4346012
3250 Mary Street, Suite 207, Coconut Grove, FL 33133
93
Wealthminder
score

Robert Gordon (CRD# 4346012) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has over 16 years of experience in the finance industry.

6
Alan J. Whitby
CRD#: 5330508
3250 Mary Street, Suite 207, Coconut Grove, FL 33133
90
Wealthminder
score

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.

7
Louis L. Feldman
CRD#: 5626909
3250 Mary Street, Suite 207, Coconut Grove, FL 33133
84
Wealthminder
score

Louis Feldman (CRD# 5626909) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has over 10 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.