RIA Intelligence

FORESTERS ADVISORY SERVICES, LLC

CRD #164663 SEC #801-76877 NEW YORK, NY 212-858-8000
SEC Registered
Total AUM
$2.4B
Discretionary
$0
Employees
372
Clients
--
Accounts
13,920

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 26, 2019
Branch Offices
46

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BURKE, DEREK, DAVIDICHIEF EXECUTIVE OFFICER, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
BURKE, DEREK, DAVIDICHIEF EXECUTIVE OFFICER, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
BURKE, DEREK, DAVIDICHIEF EXECUTIVE OFFICER, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
BURKE, DEREK, DAVIDICHIEF EXECUTIVE OFFICER, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
BURKE, DEREK, DAVIDICHIEF EXECUTIVE OFFICER, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
BURKE, DEREK, DAVIDICHIEF EXECUTIVE OFFICER, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
BURKE, DEREK, DAVIDICHIEF EXECUTIVE OFFICER, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
BURKE, DEREK, DAVIDICHIEF EXECUTIVE OFFICER, DIRECTOR AND INVESTMENT COMMITTEENA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GANNON, FRANCIS, XAVIERICHIEF FINANCIAL OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GERB, JASON, HARRISICHIEF COMPLIANCE OFFICERNA Control
GROSSO, ROBERT, JOHNICHIEF COMPLIANCE OFFICERNA Control
GROSSO, ROBERT, JOHNICHIEF COMPLIANCE OFFICERNA Control
GROSSO, ROBERT, JOHNICHIEF COMPLIANCE OFFICERNA Control
GROSSO, ROBERT, JOHNICHIEF COMPLIANCE OFFICERNA Control
GROSSO, ROBERT, JOHNICHIEF COMPLIANCE OFFICERNA Control
GROSSO, ROBERT, JOHNICHIEF COMPLIANCE OFFICERNA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
KARRIS, GEORGE, DEANIINVESTMENT COMMITTEENA Control
Karris, George, DeanISENIOR VICE PRESIDENTNA Control
Karris, George, DeanISENIOR VICE PRESIDENTNA Control
Karris, George, DeanISENIOR VICE PRESIDENTNA Control
Karris, George, DeanISENIOR VICE PRESIDENTNA Control
LIPKUS, WILLIAM, MICHAELICHAIRMAN, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHAIRMAN, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHAIRMAN, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHAIRMAN, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHAIRMAN, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHIEF FINANCIAL OFFICER, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHIEF FINANCIAL OFFICER, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHAIRMAN, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHAIRMAN, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHIEF FINANCIAL OFFICER, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHAIRMAN, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHIEF FINANCIAL OFFICER, DIRECTOR AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHAIRMAN, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHAIRMAN, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
LIPKUS, WILLIAM, MICHAELICHAIRMAN, BOARD OF MANAGERS AND INVESTMENT COMMITTEENA Control
Macey, James, DanielIDIRECTOR OF MULTI-ASSET PORTFOLIO MANAGEMENTNA Control
Macey, James, DanielIDIRECTOR OF MULTI-ASSET PORTFOLIO MANAGEMENTNA Control
Macey, James, DanielIDIRECTOR OF MULTI-ASSET PORTFOLIO MANAGEMENTNA Control
Moore, E BlakeIPRESIDENT AND MEMBER OF THE BOARD OF MANAGERSNA Control
Moore, E BlakeIMEMBER OF THE BOARD OF MANAGERSNA Control
Moore, E BlakeIPRESIDENT AND MEMBER OF THE BOARD OF MANAGERSNA Control
Moore, E BlakeIPRESIDENT AND MEMBER OF THE BOARD OF MANAGERSNA Control
Moore, E BlakeIPRESIDENT AND MEMBER OF THE BOARD OF MANAGERSNA Control
Moore, E BlakeIPRESIDENT AND MEMBER OF THE BOARD OF MANAGERSNA Control
NASSIF, NATHAN, JOSEPHIINVESTMENT COMMITTEENA Control
NASSIF, NATHAN, JOSEPHIINVESTMENT COMMITTEENA Control
NASSIF, NATHAN, JOSEPHIINVESTMENT COMMITTEENA Control
NASSIF, NATHAN, JOSEPHIINVESTMENT COMMITTEENA Control
NASSIF, NATHAN, JOSEPHIINVESTMENT COMMITTEENA Control
NASSIF, NATHAN, JOSEPHIINVESTMENT COMMITTEENA Control
NASSIF, NATHAN, JOSEPHIINVESTMENT COMMITTEENA Control
NASSIF, NATHAN, JOSEPHIINVESTMENT COMMITTEENA Control
NASSIF, NATHAN, JOSEPHIINVESTMENT COMMITTEENA Control
NASSIF, NATHAN, JOSEPHIINVESTMENT COMMITTEENA Control
NASSIF, NATHAN, JOSEPHIINVESTMENT COMMITTEENA Control
NASSIF, NATHAN, JOSEPHIINVESTMENT COMMITTEENA Control
NASSIF, NATHAN, JOSEPHIINVESTMENT COMMITTEENA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIDIRECTORNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIDESIGNATED MEMBER OF THE BOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIBOARD OF MANAGERSNA Control
NOYES, LARRY, LEEIMEMBER OF THE BOARD OF MANAGERSNA Control
PINKERTON, CHRISTOPHER, HARRYICHAIRMANNA Control
SPRINGSTEEN, CAROL, ELLENIBOARD OF MANAGERSNA Control
SPRINGSTEEN, CAROL, ELLENIBOARD OF MANAGERSNA Control
SPRINGSTEEN, CAROL, ELLENIBOARD OF MANAGERSNA Control
SPRINGSTEEN, CAROL, ELLENIBOARD OF MANAGERSNA Control
SPRINGSTEEN, CAROL, ELLENIBOARD OF MANAGERSNA Control
SPRINGSTEEN, CAROL, ELLENIBOARD OF MANAGERSNA Control
SPRINGSTEEN, CAROL, ELLENIBOARD OF MANAGERSNA Control
SPRINGSTEEN, CAROL, ELLENIBOARD OF MANAGERSNA Control
SPRINGSTEEN, CAROL, ELLENIBOARD OF MANAGERSNA Control
SPRINGSTEEN, CAROL, ELLENIBOARD OF MANAGERSNA Control
SPRINGSTEEN, CAROL, ELLENIBOARD OF MANAGERSNA Control
SPRINGSTEEN, CAROL, ELLENIDIRECTORNA Control
SPRINGSTEEN, CAROL, ELLENIBOARD OF MANAGERSNA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIINVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIINVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGY AND INVESTMENT COMMITTEENA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGYNA Control
WATTS, BRIAN, JIDIRECTOR OF RESEARCH AND STRATEGYNA Control
FIRST INVESTORS CONSOLIDATED CORPORATIONDEHOLDING COMPANYE Control
FIRST INVESTORS CONSOLIDATED CORPORATIONDEHOLDING COMPANYE Control
FIRST INVESTORS CONSOLIDATED CORPORATIONDEHOLDING COMPANYE Control
FIRST INVESTORS CONSOLIDATED CORPORATIONDEHOLDING COMPANYE Control
FIRST INVESTORS CONSOLIDATED CORPORATIONDEHOLDING COMPANYE Control
FIRST INVESTORS CONSOLIDATED CORPORATIONDEHOLDING COMPANYE Control
FIRST INVESTORS CONSOLIDATED CORPORATIONDEHOLDING COMPANYE Control
FIRST INVESTORS CONSOLIDATED CORPORATIONDEHOLDING COMPANYE Control
FIRST INVESTORS CONSOLIDATED CORPORATIONDEHOLDING COMPANYE Control
FIRST INVESTORS CONSOLIDATED CORPORATIONDEHOLDING COMPANYE Control
FIRST INVESTORS CONSOLIDATED CORPORATIONDEHOLDING COMPANYE Control
FORESTERS FINANCIAL HOLDING COMPANY, INC.DEHOLDING COMPANYE Control
FORESTERS FINANCIAL HOLDING COMPANY, INC.DEHOLDING COMPANYE Control
FORESTERS FINANCIAL HOLDING COMPANY, INC.DEHOLDING COMPANYE Control
FORESTERS FINANCIAL HOLDING COMPANY, INC.DEMEMBER AND HOLDING COMPANYE Control
FORESTERS FINANCIAL HOLDING COMPANY, INC.DEHOLDING COMPANYE Control
FORESTERS FINANCIAL HOLDING COMPANY, INC.DEHOLDING COMPANYE Control
FORESTERS FINANCIAL HOLDING COMPANY, INC.DEMEMBER AND HOLDING COMPANYE Control
FORESTERS FINANCIAL HOLDING COMPANY, INC.DEMEMBER AND HOLDING COMPANYE Control
FORESTERS FINANCIAL HOLDING COMPANY, INC.DEMEMBER AND HOLDING COMPANYE Control
FORESTERS FINANCIAL HOLDING COMPANY, INC.DEMEMBER AND HOLDING COMPANYE Control
FORESTERS FINANCIAL HOLDING COMPANY, INC.DEMEMBER AND HOLDING COMPANYE Control
FORESTERS FINANCIAL HOLDING COMPANY, INC.DEMEMBER AND HOLDING COMPANYE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
THE INDEPENDENT ORDER OF FORESTERSFEFIRST INVESTORS CONSOLIDATED CORPORATIONE Control
THE INDEPENDENT ORDER OF FORESTERSFEFORESTERS FINANCIAL HOLDING COMPANY, INC.E Control
THE INDEPENDENT ORDER OF FORESTERSFEFIRST INVESTORS CONSOLIDATED CORPORATIONE Control
THE INDEPENDENT ORDER OF FORESTERSFEFIRST INVESTORS CONSOLIDATED CORPORATIONE Control
THE INDEPENDENT ORDER OF FORESTERSFEFIRST INVESTORS CONSOLIDATED CORPORATIONE Control
THE INDEPENDENT ORDER OF FORESTERSFEFIRST INVESTORS CONSOLIDATED CORPORATIONE Control
THE INDEPENDENT ORDER OF FORESTERSFEFIRST INVESTORS CONSOLIDATED CORPORATIONE Control
THE INDEPENDENT ORDER OF FORESTERSFEFIRST INVESTORS CONSOLIDATED CORPORATIONE Control
THE INDEPENDENT ORDER OF FORESTERSFEFIRST INVESTORS CONSOLIDATED CORPORATIONE Control
THE INDEPENDENT ORDER OF FORESTERSFEFIRST INVESTORS CONSOLIDATED CORPORATIONE Control
THE INDEPENDENT ORDER OF FORESTERSFEFIRST INVESTORS CONSOLIDATED CORPORATIONE Control
THE INDEPENDENT ORDER OF FORESTERSFEFIRST INVESTORS CONSOLIDATED CORPORATIONE Control
THE INDEPENDENT ORDER OF FORESTERSFEFORESTERS FINANCIAL HOLDING COMPANY, INC.E Control
THE INDEPENDENT ORDER OF FORESTERSFEFORESTERS FINANCIAL HOLDING COMPANY, INC.E Control
THE INDEPENDENT ORDER OF FORESTERSFEFORESTERS FINANCIAL HOLDING COMPANY, INC.E Control
THE INDEPENDENT ORDER OF FORESTERSFEFORESTERS FINANCIAL HOLDING COMPANY, INC.E Control
THE INDEPENDENT ORDER OF FORESTERSFEFORESTERS FINANCIAL HOLDING COMPANY, INC.E Control
THE INDEPENDENT ORDER OF FORESTERSFEFORESTERS FINANCIAL HOLDING COMPANY, INC.E Control
THE INDEPENDENT ORDER OF FORESTERSFEFORESTERS FINANCIAL HOLDING COMPANY, INC.E Control
THE INDEPENDENT ORDER OF FORESTERSFEFORESTERS FINANCIAL HOLDING COMPANY, INC.E Control
THE INDEPENDENT ORDER OF FORESTERSFEFORESTERS FINANCIAL HOLDING COMPANY, INC.E Control
THE INDEPENDENT ORDER OF FORESTERSFEFORESTERS FINANCIAL HOLDING COMPANY, INC.E Control
THE INDEPENDENT ORDER OF FORESTERSFEFORESTERS FINANCIAL HOLDING COMPANY, INC.E Control

Registrations

Federal

IA
Jun 26, 2019 REGISTERED

Notice Filings (52)

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

Address

40 WALL STREET
10TH FLOOR
NEW YORK, NY 10005
United States
Phone: 212-858-8000