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
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 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 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.

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