Courtesy Investment Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Courtesy Investment Advisory Services LLC advises and assists retail automotive dealerships and related business entities that need to invest cash held for business purposes, particularly insurance-related reserves. The firm does not manage client assets directly; instead it refers those clients to third‑party registered investment advisers for cash management and investment services.
CIAS’s role centers on aligning dealer clients’ insurance and regulatory requirements with a third‑party adviser that assumes fiduciary responsibility, provides portfolio construction and ongoing reporting, and implements investment programs appropriate to reserve guidelines. The firm does not exercise investment discretion, hold custody of client assets, or offer individual portfolio management for natural persons.
Distinctive among supported firms, CIAS’s client base is exclusively corporate automotive dealers rather than individual or high‑net‑worth clients, and its advisory activities are narrowly focused on cash‑management referrals tied to insurance statutory needs. As a subsidiary of a larger automotive services group, CIAS combines industry‑specific insurance and cash‑management knowledge with a formal referral arrangement and receives referral compensation from the advisers to whom it directs clients.
Client services
Expertise
Occupation focus
Fee options
0.10% per annum (10 basis points)
Main office
350 Jim Moran Blvd.
Deerfield Beach FL 33442
Advisors at this office
1
Most active in
Florida
Also doing business as
Courtesy Investment Advisory Services LLC · Fidelity Insurance Agency, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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