Driveadvisory, LLC
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Overview
Driveadvisory, LLC is a financial advisory entity situated at 15 Exchange Place, Jersey City, New Jersey, 07302. The entity does not employ any financial advisors. Driveadvisory, LLC is not a registered broker-dealer, indicating it lacks the authorization to engage in buying and selling securities for its own and its clients' accounts. Instead, it relies on a broker-dealer company to facilitate these transactions. Securities, which include assets like stocks, options, and bonds, can be traded.
Driveadvisory, LLC is registered to cater to clients across all 50 U.S. states. The entity provides portfolio management for investment companies. It has affiliations in the financial industry as a broker-dealer or securities dealer. The entity operates on an asset-based fee structure and does not engage in a wrap fee program. Its primary clients are investment companies, which also represent its largest client type by accounts.
Editorial note: In certain cases, advisors and entities can register as exempt reporting advisors with the SEC, meaning they file a condensed version of the Form ADV. Consequently, this is all of the available information for Driveadvisory, LLC. For more information, please visit the SEC website at https://www.sec.gov.
Disclosures
Office Location
Driveadvisory, LLC by the Numbers
5
Fee Structure
Fees charged by financial advisors typically depend on which services are offered. However, fees billed by the firm typically consist of the following fee type: asset-based. Driveadvisory, LLC does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Driveadvisory, LLC works with investment companies. Driveadvisory, LLC's largest client by number of accounts is investment companies. None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Driveadvisory, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.