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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Stream Energy 10 months, 1 week Feb 2016 - Present
Geisinger Health Plan 5 months Oct 2015 - Mar 2016
Web.Com 2 years Sep 2013 - Sep 2015
The Investment Advisor 7 years, 2 months Oct 2009 - Present
The Investment Advisor LLC 7 years, 2 months Oct 2009 - Present
Web.Com 6 years, 1 month Aug 2009 - Sep 2015
Network Solutions 8 months Dec 2008 - Aug 2009
Morgan Stanley & Co., Incorporated 11 months Apr 2007 - Mar 2008
Bank of America 2 years, 7 months Sep 2004 - Apr 2007
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Louis B Wolkenstein?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    3
  • as of date
    Dec 2, 2013
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 19, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

The Investment Advisor LLC

Last updated on Aug. 15, 2016
    • N/A
      Total Assets Under Management
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      Total Assets Under Advisement
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      Accounts
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      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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