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
- Institutional Shareholder Services Inc.General CounselAsset manager · Rockville, MD · $0M in regulatory assets
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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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.