Investment Advisory Contract Lawyers for Providence, Rhode Island

Need help with an investment advisory contract in Providence, Rhode Island?

ContractsCounsel connects businesses and individuals with experienced investment advisory contract lawyers in Providence, Rhode Island to help with drafting, reviewing, and negotiating your legal agreements.

Quick Facts — Investment Advisory Contract Lawyers

Meet some of our Providence Investment Advisory Contract Lawyers

Moss S. - Investment Advisory Contract Lawyer in Providence, Rhode Island
View Moss
5.0 (3)
Member Since:
November 17, 2021

Moss S.

Attorney
Free Consultation
Boca Raton, FL
38 Yrs Experience
Licensed in RI FL, MA
Suffolk Law School

Over 30 years of experience practicing commercial real estate and complex business litigation law.

Recent  ContractsCounsel Client  Review:
5.0

"Moss S was responsive and attentive to my needs and completed the task ahead of time and within budget"

Elizabeth W. - Investment Advisory Contract Lawyer in Providence, Rhode Island
View Elizabeth
5.0 (8)
Member Since:
December 11, 2021

Elizabeth W.

Legal Counsel
Free Consultation
Bozeman, MT
9 Yrs Experience
Licensed in RI MA
Suffolk University Law School

Liz is an experienced insurance professional, having worked with carriers and brokers for over 10 years. She can review or draft a variety of commercial agreements and is here to help your business. Specialties include: Master Service Agreements, business process outsourcing, marketing and partnership agreements, broker agreements, business associate agreements, and NDAs.

Recent  ContractsCounsel Client  Review:
5.0

"Liz was very responsive, eager to do a good job, and a pleasure to work with."

Nicholas M. - Investment Advisory Contract Lawyer in Providence, Rhode Island
View Nicholas
5.0 (46)
Member Since:
June 1, 2023

Nicholas M.

President/Attorney
Free Consultation
Providence, Rhode Island
16 Yrs Experience
Licensed in RI CT, ME, NH, VT
The Catholic University of America, Columbus School of Law

Nicholas Matlach is a cybersecurity expert (CISSP) and an attorney who is dedicated to helping small businesses succeed. He is a client-focused professional who has a deep understanding of the challenges that small businesses face in the digital age. He also provides legal counsel to small businesses on a variety of issues, including formation, intellectual property, contracts, and employment law.

Recent  ContractsCounsel Client  Review:
5.0

"Enjoyed his demeanor. Professional yet down to earth. The document created for me was very explicit and easy to read. I would recommend :)"

Paul M. - Investment Advisory Contract Lawyer in Providence, Rhode Island
View Paul
5.0 (15)
Member Since:
October 25, 2023

Paul M.

Ceo
Free Consultation
Providence, RI
21 Yrs Experience
Licensed in RI LA, MA
Loyola New Orleans

Transactional attorney and corporate in house counsel for 15 years. Draft all types of contracts and employment agreements.

Recent  ContractsCounsel Client  Review:
5.0

"Paul is prompt, professional, and knowledgable. I am happy with the prenuptial agreement I got and would be glad to work with him again."

David W. - Investment Advisory Contract Lawyer in Providence, Rhode Island
View David
Member Since:
March 8, 2025

David W.

Business Lawyer
Free Consultation
Providence, RI
6 Yrs Experience
Licensed in RI MA
Quinnipiac University School of Law

David has experience assisting individuals, startups, mid-sized, and publicly traded companies with various business, corporate, and real estate matters including residential and commercial real estate sales, acquisitions, financing and leasing; contract drafting and negotiation; regulatory compliance; and business acquisition, sale, formation, and dissolution.

Find the best lawyer for your project

Browse Lawyers Now

Frequently Asked Questions

How do I hire a lawyer to draft an investment advisory contract in Rhode Island?

Lawyer Reviews for Providence Investment Advisory Contract Projects

Review & Redline Form ADV Part 2A, Portfolio Management Contract, and Financial Planning Agreement

5.0

"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."

Arizona
Premium
Review
Investment Advisory Contract
ContractsCounsel User

Meet some of our other Investment Advisory Contract Lawyers

Doyle W. - Investment Advisory Contract Lawyer in Providence, Rhode Island
View Doyle
5.0 (1)
Member Since:
May 1, 2025

Doyle W.

Attorney
Free Consultation
Kerrville, Texas
35 Yrs Experience
Licensed in TX
Regent University School of Law, Virginia Beach, VA

I am semi-retired, and I have over 30 years of legal practice. I can assist you with business formation, business acquisition, contract creation, contract review, and modification, estate plan, will, trust, probate, and general legal advice concerning many areas of law.

Recent  ContractsCounsel Client  Review:
5.0

"Prompt, professional, and very detailed. He answered all of my questions clearly and helped me understand my options. I would definitely hire him again if I needed legal assistance in the future."

Scott M. - Investment Advisory Contract Lawyer in Providence, Rhode Island
View Scott
4.9 (5)
Member Since:
April 23, 2025

Scott M.

Managing Partner
Free Consultation
Los Angeles, CA
39 Yrs Experience
Licensed in CA
Loyola Law School

I am Scott Mayer of The Mayer Law Group, Professional Corporation (please see my law firm website: mayerlawgroup.us, and my professional references on the site). I have been a successful California real estate attorney for over 30 years. I have managed three real estate platforms, including a national real estate development firm, a real estate family office with over $1 billion of commercial real estate under management, and serving as the Chief Real Estate Officer for Orange County, CA. I have managed the purchase and sale of over 125 commercial and residential properties, including the negotiation of purchase and sale agreements and the handling of due diligence, financing, and closing matters. I have negotiated over 225 commercial and residential real estate leases. I have managed the ground-up development of over 70 real estate projects. I am also a licensed real estate broker. I am unique as I am a real estate lawyer, broker, and developer who has experience with every aspect of real estate.

Recent  ContractsCounsel Client  Review:
5.0

"I hired Scott to review a commercial real estate contract, and I was very pleased with his work. He demonstrated a high level of experience and knowledge throughout the process, clearly explaining key terms and potential issues in a way that was easy to understand. Scott was thorough and detail-oriented, which gave me confidence that nothing important was overlooked. He was also readily available whenever I had questions, making the process smooth and stress-free. He completed the review on time, which was critical for my transaction. Overall, I would highly recommend Scott to anyone in need of a reliable, responsive, and knowledgeable real estate lawyer."

Tyler J. - Investment Advisory Contract Lawyer in Providence, Rhode Island
View Tyler
Member Since:
April 22, 2025

Tyler J.

General Counsel
Free Consultation
Vancouver, WA & Irvine, CA
5 Yrs Experience
Licensed in CA, WA
Arizona State University, Sandra Day O'Connor College of Law

I am an attorney licensed in California and Washington State with 4 years of experience. I spent three (3) years at a national law firm in the litigation practice section in the Los Angeles and Orange County offices. My experience also includes my current position of general counsel for a credit card processing company in Washington. I have been in this role for just over one (1) year. My expertise includes commercial litigation, securities litigation, FINRA arbitration, employment law, and general corporate law matters.

Andrew S. - Investment Advisory Contract Lawyer in Providence, Rhode Island
View Andrew
Member Since:
April 29, 2025

Andrew S.

Founder & Principal
Free Consultation
New Jersey
12 Yrs Experience
Licensed in NJ
Widener University School of Law

Andrew Schneidman is an experienced transactional attorney and founder of Schneidman Law. He handles all things transactional—advising businesses on contracts, corporate matters, and deal execution with speed, clarity, and a business-first mindset. Andrew partners with both early-stage startups and established companies, guiding them through complex transactions and everyday legal challenges. He holds a law degree from Widener University and a BBA in Business Law from the University of Miami. Serving clients nationwide, Andrew is known for being responsive, practical, and easy to work with.

Jennifer W. - Investment Advisory Contract Lawyer in Providence, Rhode Island
View Jennifer
Member Since:
April 29, 2025

Jennifer W.

Real Estate Attorney
Free Consultation
Dallas, TX
21 Yrs Experience
Licensed in TX
Southern Methodist University

I am a seasoned real estate attorney with over 20 years of experience advising clients across all facets of real estate development, leasing, and construction. Known for a practical and solution-oriented approach, I have guided developers, property owners, and investors through complex transactions, contract negotiations, and regulatory challenges with efficiency and clarity. I also worked in house for the largest developer for Target retail centers in North Texas.

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 Review

Need help with an Investment Advisory Contract?

Create a free project posting
Clients Rate Lawyers 4.9 Stars
based on 19,575 reviews
Financial lawyers by top cities
See All Providence Financial Lawyers
Rhode Island Investment Advisory Contract lawyers by city
See All Investment Advisory Contract Lawyers

Contracts Counsel was incredibly helpful and easy to use. I submitted a project for a lawyer's help within a day I had received over 6 proposals from qualified lawyers. I submitted a bid that works best for my business and we went forward with the project.

View Trustpilot Review

I never knew how difficult it was to obtain representation or a lawyer, and ContractsCounsel was EXACTLY the type of service I was hoping for when I was in a pinch. Working with their service was efficient, effective and made me feel in control. Thank you so much and should I ever need attorney services down the road, I'll certainly be a repeat customer.

View Trustpilot Review

I got 5 bids within 24h of posting my project. I choose the person who provided the most detailed and relevant intro letter, highlighting their experience relevant to my project. I am very satisfied with the outcome and quality of the two agreements that were produced, they actually far exceed my expectations.

View Trustpilot Review

Need help with an Investment Advisory Contract?

Create a free project posting
Clients Rate Lawyers 4.9 Stars
based on 19,575 reviews

Want to speak to someone?

Get in touch below and we will schedule a time to connect!

Request a call

Find lawyers and attorneys by city