Investment Advisory Contract Lawyers
Need help with an investment advisory contract in the United States?
ContractsCounsel connects businesses and individuals with experienced investment advisory contract lawyers nationwide to help with drafting, reviewing, and negotiating your legal agreements.
Quick Facts — Investment Advisory Contract Lawyers
- Avg cost to draft an Investment Advisory Contract: $240.00
- Avg cost to review an Investment Advisory Contract: $700.00
- Lawyers available: 43 financial lawyers
- Clients helped: 35 recent investment advisory contract projects
- Avg lawyer rating: 5.0 (2 reviews)
Find Investment Advisory Contract Lawyers by City
Find Investment Advisory Contract Lawyers by State
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
Meet some of our Investment Advisory Contract Lawyers
Morgan S.
Corporate Attorney that represents startups, businesses, investors, VC/PE doing business throughout the country. Representing in a range of matters from formation to regulatory compliance to financings to exit. Have a practice that represents both domestic and foreign startups, businesses, and entrepreneurs. Along with VC, Private Equity, and investors.
"Morgan was very detailed in his response and explanations. He showed me red flags, potential solutions, and where problems may occur. He explained some high risk clauses that did not make sense and I should not accept. Overall, Morgan saved me from bad business deal when I flagged his concerns to the counterparty. Thanks Morgan!"
Jane C.
Skilled in the details of complex corporate transactions, I have 15 years experience working with entrepreneurs and businesses to plan and grow for the future. Clients trust me because of the practical guided advice I provide. No deal is too small or complex for me to handle.
"Jane helped me secure the RSA startup equity after I left my job at an early stage startup. The Founder tried to hide behind his lawyers as much as possible, but Jane made sure all the contracts made sense and that their lawyers cooperated. She guided me through the process, answered tons of questions, was very generous with time, worked very quickly, and was very knowledgable. She stayed at it until the end to make sure we won, not just after she gave the first "deliverables". My RSAs are fully vested and I have access in Carta. Thanks Jane! 5 stars!"
Jeremiah C.
Jeremiah C.
Creative, results driven business & technology executive with 27 years of experience (17+ as a business/corporate lawyer). A problem solver with a passion for business, technology, and law. I bring a thorough understanding of the intersection of the law and business needs to any endeavor, having founded multiple startups myself with successful exits. I provide professional business and legal consulting. Throughout my career I've represented a number large corporations (including some of the top Fortune 500 companies) but the vast majority of my clients these days are startups and small businesses. Having represented hundreds of successful crowdfunded startups, I'm one of the most well known attorneys for startups seeking CF funds. I hold a Juris Doctor degree with a focus on Business/Corporate Law, a Master of Business Administration degree in Entrepreneurship, A Master of Education degree and dual Bachelor of Science degrees. I look forward to working with any parties that have a need for my skill sets.
"Jeremiah was pleasant to speak to and provided high quality work. I appreciate that he took the time to call me personally instead of a paralegal. Work delivered early and high quality! Highly recommend"
Artem V.
Attorney licensed in New York and Texas, with experience in real estate, corporate and finance transactions, contracts, intellectual property, and privacy matters. Artem provides practical, business-focused legal support to startups and small to mid-sized companies, delivering solutions across corporate, commercial, and general business needs.
"Working with Artem was a great experience from start to finish. He was professional, approachable, and incredibly helpful, always making sure my questions were answered and that I fully understood each step of the process. I truly appreciated his time, patience, and expertise. It was a pleasure working with him, and I would not hesitate to recommend him to others or work with him again in the future."
December 4, 2023
Tayane O.
Tayane M. Oliveira is a founding partner at Vannucci Oliveira. With a concentration in family law, Tayane is renowned for her commitment to providing compassionate yet powerful representation to her clients. Her experience as an associate attorney at Brodzki Jacobs & Brook, coupled with her unwavering dedication to her clients' welfare, prepared her for her current role at Vannucci Oliveira. Tayane's academic achievements are a testament to her rigorous intellectual curiosity and dedication to her profession. She graduated with a Bachelor of Arts degree in Criminal Justice, supplemented by a minor in Psychology, from Florida Atlantic University in 2013. The culmination of her academic pursuit came in 2017, when she earned her Juris Doctor degree, cum laude, from the esteemed Nova Southeastern University's Shepard Broad College of Law. Before co-founding Vannucci Oliveira, Tayane honed her skills in the heat of the courtroom, representing clients in an array of general civil litigation matters. This diversified exposure instilled in her an ability to tackle complex legal challenges, a skill she employs to benefit her clients in family law. Originally from Brazil, Tayane brings an international perspective to her practice. When not delving into legal briefs or advocating for her clients, she indulges in travelling, reading, spoiling her puppies, and exercising, activities that not only rejuvenate her but also provide her with a broader perspective on the world and her practice. *Supreme Court Certified Portuguese Speaking Mediator
December 4, 2023
McCoy S.
P. McCoy Smith is the Founding Attorney at Lex Pan Law LLC, a full-service technology and intellectual property law firm based in Portland, Oregon, U.S.A and Opsequio LLC, an open source compliance consultancy. Prior to his current position, he spent 20 years in the legal department of a Fortune 50 multinational technology company as a business unit intellectual property specialist; among his duties was setting up the free & open source legal function and policies for that company. He preceded his in-house experience with 8 years in private practice in a large New York City-based boutique intellectual property law firm, working simultaneously as a U.S. patent litigator and U.S. patent prosecutor. He was also a patent examiner at the U.S. Patent & Trademark Office prior to attending law school. He is licensed to practice law in Oregon, California & New York and to prosecute patent applications in the U.S. Patent & Trademark Office; he is also a registered Trademark and Patent Agent with the Canadian Intellectual Property Office. He has degrees from Colorado State University (Bachelor of Science, Mechanical Engineering, with honors), Johns Hopkins University (Masters of Liberal Arts) and the University of Virginia (Juris Doctor). While in private practice, and continuing into his in-house career, he taught portions of the U.S. patent bar exam for a long-standing and well-known patent bar exam preparation course, and from 2014-2020 was on the editorial board of the Journal of Open Law, Technology & Society (JOLTS), and starting in 2023 will be on the editorial board of the American Intellectual Property Law Quarterly Journal (AIPLAQJ). He is the author or co-author of chapters on open source and copyright and patents in “Open Source Law, Policy & Practice” (2022, Oxford University Press). He lectures frequently around the world on free and open source issues as well as other intellectual property topics.
December 6, 2023
Eliza J.
Eliza brings a distinguished track record of delivering outstanding results for her clients, showcasing expertise across a spectrum of legal areas. Eliza is not just an attorney; she's your dedicated advocate with a proven record of achieving excellent results for her clients. Her representation spans numerous family law cases, including dissolutions, custody, support, probate, and civil litigation matters. Eliza's unique background as a Registered Nurse and licensed Attorney sets her apart. Before establishing her law practice, she served as a Registered Nurse in various hospitals across Los Angeles and the Bay Area. Notably, she contributed to prominent institutions such as Los Angeles County Public Health and the City of Anaheim. Additionally, Eliza ventured into entrepreneurship, managing her own Professional Fiduciary and Consulting business. Her legal acumen extends to civil litigation, personal injury, medical malpractice, nursing home abuse, worker's compensation, and family law matters. Eliza earned her Bachelor's Degree in Nursing and Public Health from CSU Dominguez Hills. In 2008, she furthered her education, obtaining a Master's Degree in Nursing, Administration, and Healthcare Management, along with a Quality Improvement Certificate. Eliza culminated her academic journey by earning her law degree from the JFK University of Law in 2016. Eliza's multidisciplinary background uniquely positions her to navigate the intricacies of legal matters, offering a comprehensive and compassionate approach to her client's diverse needs. Eliza's diverse background uniquely positions her to understand and address your legal needs comprehensively. Trust her to navigate your case with care and dedication, ensuring you receive the support you deserve.
Find the best lawyer for your project
Browse Lawyers NowSee Real Investment Advisory Contract Projects
New York Create Investment Advisory Agreement Drafting
- New York
- 7 lawyer bids
- $400 - $3,000
California Investment Advisory Contract Review Review
- California
- 7 lawyer bids
- $400 - $1,150
Washington Lost 100K in https://btchep.com/#/home Drafting
- Washington
- 4 lawyer bids
- $75 - $850
Lawyer Reviews for Investment Advisory Contract Projects
Review & Redline Form ADV Part 2A, Portfolio Management Contract, and Financial Planning Agreement
"Michael's credentials and resume are a testament to his expertise, particularly his extensive legal experience and nuanced understanding of financial matters, which were evident in every interaction. He played a crucial role in preventing me from entering into an agreement that could have gravely jeopardized my financial future, with potential generational consequences. His advice was not just technically sound but delivered with a clarity and urgency that was both impressive and impactful. Interacting with Michael reminded me of watching Winston Wolf from 'Pulp Fiction'—efficient, direct, and incredibly effective. Why hire Michael? The value I received for every dollar spent was extraordinary. To give a sense of the scale, it felt like for every $1 in fees, the practical value returned was over $100—a ratio that signifies exceptional expertise and guidance. This was not just a financial gain for me, but an investment that will benefit my heirs immeasurably. Michael's approach was not just about providing legal advice; it was tailored to my unique situation, demonstrating his ability to adapt his vast knowledge to individual needs. A heartfelt thank you, Michael, for your meticulous attention to my case."
Quick, user friendly and one of the better ways I've come across to get ahold of lawyers willing to take new clients.
View Trustpilot ReviewNeed help with an Investment Advisory Contract?
Financial lawyers by top cities
- Austin Financial Lawyers
- Boston Financial Lawyers
- Chicago Financial Lawyers
- Dallas Financial Lawyers
- Denver Financial Lawyers
- Houston Financial Lawyers
- Los Angeles Financial Lawyers
- New York Financial Lawyers
- Phoenix Financial Lawyers
- San Diego Financial Lawyers
- Tampa Financial Lawyers
Investment Advisory Contract lawyers by city
- Austin Investment Advisory Contract Lawyers
- Boston Investment Advisory Contract Lawyers
- Chicago Investment Advisory Contract Lawyers
- Dallas Investment Advisory Contract Lawyers
- Denver Investment Advisory Contract Lawyers
- Houston Investment Advisory Contract Lawyers
- Los Angeles Investment Advisory Contract Lawyers
- New York Investment Advisory Contract Lawyers
- Phoenix Investment Advisory Contract Lawyers
- San Diego Investment Advisory Contract Lawyers
- Tampa Investment Advisory Contract Lawyers
ContractsCounsel User
Investment Advisory Contract Update
Location: Maryland
Turnaround: Over a week
Service: Drafting
Doc Type: Investment Advisory Contract
Number of Bids: 4
Bid Range: $0 - $2,500
ContractsCounsel User