First Investors Advisory Services, LLC (New York)

First Investors Advisory Services, LLC is a large advisory firm based in New York. It manages $888.25 million of regulatory assets for 4,600 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

First Investors Advisory Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

First Investors Advisory Services: assets under management

The assets under management (AUM) of First Investors Advisory Services, LLC is $888.25 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay First Investors Advisory Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at First Investors Advisory Services, LLC

Christopher Harry Pinkerton has been acting as President since 1 May 2012. Jason Harris Gerb joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in New York

The principal office where First Investors Advisory Services, LLC performs its advisory services is located at 40 Wall Street, New York, NY 10005, which is also the mailing address of the firm. An additional office of the firm is in Beaverton, OR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-858-8000 or by fax 212-858-8119. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at firstinvestors.com.

Registered investment advisers similar to First Investors Advisory Services, LLC

• Alternative Investment Group Services
• Lateef Investment Management
• Soltis Investment Advisors
• Sandton Capital Partners
• Cove Property Group
• Keebeck Partners
• Pennybacker Capital Management
• Arbiter Partners Capital Management
• Avesta Capital Advisors
• Alternative Investment Group (Services)
• Aag Capital Markets
• Carlyle Aviation Securities Partners
• Tolleson Private Wealth Management
• Freeman Associates Investment Management
• Reachcapital Management