investment advisor


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ThesaurusAntonymsRelated WordsSynonymsLegend:
Noun1.investment advisor - someone who advises others how to invest their money
adviser, advisor, consultant - an expert who gives advice; "an adviser helped students select their courses"; "the United States sent military advisors to Guatemala"
References in periodicals archive ?
Unlike the old ADV Part 2 and Schedule F, the new ADV Part 2A does not require a section in which investment advisor representatives of the firm are listed with their education and business backgrounds.
The first panel debated the scope of the Investment Advisors Act of 1940 (Act); among the participants was the AICPA's Director of Personal Financial Planning.
206(4)-3, "Cash Payments for Client Solicitations," of the Investment Advisors Act of 1940.

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