Riley David Ahlquist
Investment adviser representative at Advocate Investing Services
10 yearsExperience
1 stateRegistered in
$186.6MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Advocate Investing ServicesApr 2026 to now
- LPL Financial, LLCApr 2026 to now
- Equitable Advisors, LLCSep 2024 to Apr 2026
- UnemployedMay 2024 to Sep 2024
- Salisbury UniversityMay 2020 to May 2024
- Walnut Springs NurseryJan 2019 to Aug 2021
- Fulmer Home ImprovementJun 2018 to Aug 2022
- Glenelg High SchoolMay 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Advocate Investing Services
Legal name: Advocate Investing Services, LLC
$186.6MAssets managed
225Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7987133
- Firm CRD
- 273035