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Investment Adviser
(redirected from investment advisor)

   Also found in: Dictionary/thesaurus, Acronyms, Wikipedia 0.01 sec.
Investment adviser
A person or an organization that makes the day-to-day decisions regarding a portfolio's investments. Also called a portfolio manager.

Investment Adviser
A person or business that provides investing advice or counsel to an investor in exchange for a fee. Investment advisers may interact directly with a client (e.g. by managing assets), or may provide passive, general advice on which securities or industries are bullish or bearish. Investment advisers managing more than a certain amount of money must register with the SEC; the actions of all investment advisers are governed by the Investment Advisers Act of 1940. Importantly, it is a criminal offense for investment advisers to provide false or misleading information, and to sell or buy their own securities to or from a client.

investment adviser
A person who offers professional investment advice. Investment advisers are required to register with the SEC.


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The NASD has many licenses, but many professionals have at least a Series 65, which is an NASD license needed to be a Registered Investment Advisor in many states.
Investment Advisor (Shrewsbury, NJ), a magazine serving independent financial advisors published by Wicks Business Information, has launched Retirement Plan Advisor/Interactive Edition, a monthly e-newsletter focusing on the needs of readers who offer 401(k) and other qualified retirement plans to their clients.
securities regulation of international financial transactions, broker-dealers and investment advisors.
 
 
 
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