Standard & Poors Investment Advisory Services LLC

Standard & Poors Investment Advisory Services LLC (CRD# 109683) is a financial advisory firm headquartered in New York, NY. They manage $38,721,000,000 in 14 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
55 Water Street, New York, NY 10041
http://www.spglobal.com
By the Numbers
  • Total Assets Under Management
    38,721
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $2,765,785,714
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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 Standard & Poors Investment Advisory Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Driscoll, financial advisor New York NY
Thomas J. Driscoll
CRD#: 2817622
55 Water St., New York, NY 10041
93
Wealthminder
score

Thomas Driscoll (CRD# 2817622) is an Investment Advisor Representative working at Standard & Poors Investment Advisory Services LLC in New York, NY and has over 21 years of experience in the finance industry.

2
James Costello, financial advisor Boston MA
James J. Costello
CRD#: 6172165
225 Franklin Street, Boston, MA 02110
87
Wealthminder
score

James Costello (CRD# 6172165) is an Investment Advisor Representative working at Standard & Poors Investment Advisory Services LLC in Boston, MA and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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