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General Counsel · Institutional Shareholder Services Inc.

Terrence L Shen

CRD 2796052 · Named on Form ADV at one SEC-registered adviser

At a glance

Institutional Shareholder Services Inc., an SEC-registered asset manager based in Rockville, MD with $0 in regulatory assets, lists Terrence L Shen on its Form ADV as General Counsel, a control person.

Firms and roles

AtlasMembers

Terrence’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Rhea JonesChief Compliance Officer, Institutional Shareholder Services Inc.
  • Virginia GomezExecutive Director and President, Institutional Shareholder Services Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Terrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.