MANAGED ACCOUNT SERVICES INC

Legal name: INVESTOR SOLUTIONS

CRD #106532 SEC #801-47251 COCONUT GROVE, FL 305-443-3339

SEC Registered

Total AUM

$1B

Discretionary

$1B

Employees

Clients

Accounts

1,581

Firm Details

Organization Type: Corporation
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 18, 2021
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ARGUELLO, KARLA, P	I	CHIEF COMPLIANCE OFFICER	NA
ARGUELLO, KARLA, P	I	CHIEF COMPLIANCE OFFICER	NA
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT AND TRUSTEE	NA	Control
FELDMAN, LOUIS, LEONARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEIGLIE, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT AND TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT AND TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT AND TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT AND TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT AND TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT AND TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT AND TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT AND TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT AND TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT AND TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT, TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	D	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT, TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	D	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT, TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	D	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT, TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	D	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT, TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	D	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT, TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	D	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT, TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	D	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT, TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	D	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT, TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	D	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT, TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	D	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT, TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	D	Control
ARMSTRONG, FRANCIS, CHARLES	I	PRESIDENT, TRUSTEE OF FRANK ARMSTRONG LIVING TRUST	D	Control
FRANK ARMSTRONG LIVING TRUST	DE	SHAREHOLDER	D	Control
FRANK ARMSTRONG LIVING TRUST	DE	SHAREHOLDER	D	Control
FRANK ARMSTRONG LIVING TRUST	DE	SHAREHOLDER	D	Control
FRANK ARMSTRONG LIVING TRUST	DE	SHAREHOLDER	D	Control
FRANK ARMSTRONG LIVING TRUST	DE	SHAREHOLDER	D	Control
FRANK ARMSTRONG LIVING TRUST	DE	SHAREHOLDER	D	Control
FRANK ARMSTRONG LIVING TRUST	DE	SHAREHOLDER	D	Control
FRANK ARMSTRONG LIVING TRUST	DE	SHAREHOLDER	D	Control
FRANK ARMSTRONG LIVING TRUST	DE	SHAREHOLDER	D	Control
FRANK ARMSTRONG LIVING TRUST	DE	SHAREHOLDER	D	Control
FRANK ARMSTRONG LIVING TRUST	DE	SHAREHOLDER	D	Control
FRANK ARMSTRONG LIVING TRUST	DE	SHAREHOLDER	D	Control
FELDMAN, RICHARD, JAMES	I	SHAREHOLDER	C	Control
FELDMAN, RICHARD, JAMES	I	SHAREHOLDER	C	Control
FELDMAN, RICHARD, JAMES	I	SHAREHOLDER	C	Control
FELDMAN, RICHARD, JAMES	I	SHAREHOLDER	C	Control
FELDMAN, RICHARD, JAMES	I	SHAREHOLDER	C	Control
FELDMAN, RICHARD, JAMES	I	SHAREHOLDER	C	Control
FELDMAN, RICHARD, JAMES	I	SHAREHOLDER	C	Control
FELDMAN, RICHARD, JAMES	I	SHAREHOLDER	C	Control
FELDMAN, RICHARD, JAMES	I	SHAREHOLDER	C	Control
FELDMAN, RICHARD, JAMES	I	SHAREHOLDER	C	Control
FELDMAN, RICHARD, JAMES	I	SHAREHOLDER	C	Control
FELDMAN, RICHARD, JAMES	I	SHAREHOLDER	C	Control
FELDMAN, RICHARD, JAMES	I	MANAGING PARTNER	B	Control
FELDMAN, RICHARD, JAMES	I	MANAGING PARTNER	B	Control
FELDMAN, RICHARD, JAMES	I	MANAGING PARTNER	B	Control
FELDMAN, RICHARD, JAMES	I	MANAGING PARTNER	B	Control
FELDMAN, RICHARD, JAMES	I	MANAGING PARTNER	B	Control
FELDMAN, RICHARD, JAMES	I	MANAGING PARTNER	B	Control
FRANK ARMSTRONG LIVING TRUST	DE	TRUST	B	Control
BRETT FINGERHUT REVOCABLE TRUST	DE	SHAREHOLDER	A
BRETT FINGERHUT REVOCABLE TRUST	DE	SHAREHOLDER	A
BRETT FINGERHUT REVOCABLE TRUST	DE	SHAREHOLDER	A
BRETT FINGERHUT REVOCABLE TRUST	DE	SHAREHOLDER	A
BRETT FINGERHUT REVOCABLE TRUST	DE	SHAREHOLDER	A
BRETT FINGERHUT REVOCABLE TRUST	DE	SHAREHOLDER	A
BRETT FINGERHUT REVOCABLE TRUST	DE	SHAREHOLDER	A
BRETT FINGERHUT REVOCABLE TRUST	DE	SHAREHOLDER	A
BRETT FINGERHUT REVOCABLE TRUST	DE	SHAREHOLDER	A
BRETT FINGERHUT REVOCABLE TRUST	DE	SHAREHOLDER	A
BRETT FINGERHUT REVOCABLE TRUST	DE	SHAREHOLDER	A
BRETT FINGERHUT REVOCABLE TRUST	DE	SHAREHOLDER	A
FINGERHUT, BRETT, C.	I	TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST	A
FINGERHUT, BRETT, C.	I	TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST	A
FINGERHUT, BRETT, C.	I	TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST	A
FINGERHUT, BRETT, C.	I	TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST	A
FINGERHUT, BRETT, C.	I	TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST	A
FINGERHUT, BRETT, C.	I	TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST	A
FINGERHUT, BRETT, C.	I	TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST	A
FINGERHUT, BRETT, C.	I	TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST	A
FINGERHUT, BRETT, C.	I	TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST	A
FINGERHUT, BRETT, C.	I	TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST	A
FINGERHUT, BRETT, C.	I	TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST	A
FINGERHUT, BRETT, C.	I	TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST	A
GORDON, ROBERT, JOSEPH	I	TRUSTEE OF ROBERT GORDON REVOCABLE TRUST	A
GORDON, ROBERT, JOSEPH	I	TRUSTEE OF ROBERT GORDON REVOCABLE TRUST	A
GORDON, ROBERT, JOSEPH	I	TRUSTEE OF ROBERT GORDON REVOCABLE TRUST	A
GORDON, ROBERT, JOSEPH	I	TRUSTEE OF ROBERT GORDON REVOCABLE TRUST	A
GORDON, ROBERT, JOSEPH	I	TRUSTEE OF ROBERT GORDON REVOCABLE TRUST	A
GORDON, ROBERT, JOSEPH	I	TRUSTEE OF ROBERT GORDON REVOCABLE TRUST	A
GORDON, ROBERT, JOSEPH	I	TRUSTEE OF ROBERT GORDON REVOCABLE TRUST	A
GORDON, ROBERT, JOSEPH	I	TRUSTEE OF ROBERT GORDON REVOCABLE TRUST	A
GORDON, ROBERT, JOSEPH	I	TRUSTEE OF ROBERT GORDON REVOCABLE TRUST	A
GORDON, ROBERT, JOSEPH	I	TRUSTEE OF ROBERT GORDON REVOCABLE TRUST	A
GORDON, ROBERT, JOSEPH	I	TRUSTEE OF ROBERT GORDON REVOCABLE TRUST	A
GORDON, ROBERT, JOSEPH	I	TRUSTEE OF ROBERT GORDON REVOCABLE TRUST	A
ROBERT J. GORDON REVOCABLE TRUST	DE	SHAREHOLDER	A
ROBERT J. GORDON REVOCABLE TRUST	DE	SHAREHOLDER	A
ROBERT J. GORDON REVOCABLE TRUST	DE	SHAREHOLDER	A
ROBERT J. GORDON REVOCABLE TRUST	DE	SHAREHOLDER	A
ROBERT J. GORDON REVOCABLE TRUST	DE	SHAREHOLDER	A
ROBERT J. GORDON REVOCABLE TRUST	DE	SHAREHOLDER	A
ROBERT J. GORDON REVOCABLE TRUST	DE	SHAREHOLDER	A
ROBERT J. GORDON REVOCABLE TRUST	DE	SHAREHOLDER	A
ROBERT J. GORDON REVOCABLE TRUST	DE	SHAREHOLDER	A
ROBERT J. GORDON REVOCABLE TRUST	DE	SHAREHOLDER	A
ROBERT J. GORDON REVOCABLE TRUST	DE	SHAREHOLDER	A
ROBERT J. GORDON REVOCABLE TRUST	DE	SHAREHOLDER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
ARMSTRONG, FRANCIS, CHARLES	I	FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	FRANK ARMSTRONG LIVING TRUST	E	Control
ARMSTRONG, FRANCIS, CHARLES	I	FRANK ARMSTRONG LIVING TRUST	E	Control

Registrations

Federal

Mar 18, 2021 REGISTERED

Notice Filings (23)

AL AR AZ CA CO FL GA IL LA MD NC NH NJ NM NY OK OR PA SC TN TX VA WA

Address

2665 S. BAYSHORE DR.
SUITE 230
COCONUT GROVE, FL 33133
United States

Phone: 305-443-3339