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ADVISORY INVESTOR SERVICES LLC

MIAMI, FL · CRD 173134 · IAPD ↗ · advisoryinvestorservices.com · 786-462-6044

$209.9MRegulatory AUM
6Advisory reps
12Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2025 — ADVISORY INVESTOR SERVICES LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2025 — ADVISORY INVESTOR SERVICES LLC shrank from 9 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.