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Advest, Inc.

Advest, Inc. is not an actively registered Dual Registrant.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$1.9B
Total Assets
8K
Accounts
$242.5K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart
  •   The Advest Group, Inc. (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Lee Gerard Kuckro C.L.O. 11/01/2001
Lawrence Forbes Mcintosh C.R.O.P. 11/01/1988
Daniel Joseph Mullane President and CEO 07/01/2004
William Christian Freitag C.C.O. 11/01/2001
Scott John Doyle SROP 08/01/2003

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
90 State House Square
Hartford , CT 06103
Phone Number: 860-509-1000
Other Offices Address City State Zip
1643 South Breiel Street Middletown OH 45042
6800 Paragon Place Richmond VA 23230
201 Jackson Run Rd. Warren PA 16365
3721 Whipple Ave NW Canton OH 44718
3400 One Oxford Centre Pittsburg PA 15219
501 Third Street Beaver PA 15009
118 East Main Street Lancaster OH 43430
6233 Riverside Drive Dublin OH 43017
4100 Horizons Drive Arlington OH 43220
250 East Broad Street Columbus OH 43215
30 North Park Place Newark OH 43058
8044 Montgomery Road Cincinnati OH 45236
240 South Pineapple Ave Sarasota FL 34236
300 State Street Erie PA 16507
682 Philadelphia Street Indiana PA 15701
1500 Oxford Drive Bethel Park PA 15102
206 South Prospect Street Marion OH 43302
20803 Biscayne Blvd Aventura FL 33180

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions