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Advisory Services Network CRD 146051
$10.6B regulatory AUM 49 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-01-10 |
| TX | RA | APPROVED | 2014-01-13 |
| ME | RA | APPROVED | 2013-05-31 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Falmouth, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Services Network, Llc | Atlanta | GA | 05/2013 | Present |
INVESTMENT SUB-COMMITTEE MEMBER FOR SWEETSER SINCE 07/2024; OVERSEE ADVISORS MANAGING ENDOWMENT INCLUDING PERFORMANCE AND ADHERENCE TO THE INVESTMENT POLICY. TIME SPENT APPROXIMATELY 2 HOURS PER MONTH, NONE DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-29 |
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