ADVOCATE INVESTING SERVICES, LLC
Legal name: ADVOCATE INVESTING SERVICES
CRD #273035 SEC #801-125692 WOODBINE, MD 240-403-0039
SEC Registered
Total AUM
$154.5M
Discretionary
$149.4M
Employees
4
Clients
10
Accounts
339
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2025
- 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 |
|---|---|---|---|---|
| GALLAGHER, JOSEPH, RAYMOND | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | |
| GALLAGHER, JOSEPH, RAYMOND | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | |
| GALLAGHER, JOSEPH, RAYMOND | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | |
| GALLAGHER, JOSEPH, RAYMOND | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | |
| GALLAGHER, JOSEPH, RAYMOND | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | |
| GALLAGHER, JOSEPH, RAYMOND | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | |
| GALLAGHER, JOSEPH, RAYMOND | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | |
| GALLAGHER, JOSEPH, RAYMOND | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (8)
CO DC FL MD NC PA TX VA
Address
15949 FREDERICK ROADWOODBINE, MD 21797
United States
Phone: 240-403-0039