Legal and Regulatory Information

Trade name

Stiller Advisory Services is an approved advisor-facing trade name used for this branch-support service.

Website audience and communication limits

This website is intended for current Investia advisors and advisors considering Investia. It is not a route for retail-client instructions or confidential account information.

Support scope

Stiller Advisory Services provides advisor-facing support, training, service routing, peer connection, coverage readiness, and continuity or succession discussions. It does not replace Investia supervision, dealer requirements, registration, licensing, account or transition processes, or the advisor’s own legal, tax, insurance, valuation, cybersecurity, HR, or other professional advice.

Fees

Qualified participating advisors do not pay a separate Stiller Advisory Services fee. Investia pays Stiller Advisory Services from Investia’s share of the applicable override. Eligibility is confirmed before participation. Other dealer, platform, licensing, staffing, software, office, transition, legal, tax, insurance, valuation, or other business costs may still apply depending on the advisor’s situation.

Investia disclosure

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

Third-party websites

Links to third-party websites are provided for convenience. Stiller Advisory Services does not control or endorse their content, privacy practices, or availability.