Advisor Guidance
Advisor Guidance, Inc. is a consulting firm affiliated with MainStay Consulting Group LLC focused on the needs of new and emerging investment advisory firms. We provide complete registration and compliance services to investment advisors who have established, or would like to, their own state or federally registered investment advisory firm, and need help with the process or the ongoing compliance and regulatory requirements.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
3
tools in use
Monthly traffic
160
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- CC
Chris Carragher
Director of Marketing and Development · Advertising & Marketing
EmailPhone - CP
Chris Protzmann
Creative Director · Advertising & Marketing
EmailPhone - SM
Samuel M. Carter
Director, Registration and Compliance Services · Other
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Advisor Guidance
4 distinct titles indexed · top 4 shown.
- 1creative director
- 1director of marketing and development
- 1director, registration and compliance services
- 1owner
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