# INSTITUTIONAL SHAREHOLDER SERVICES INC.

INSTITUTIONAL SHAREHOLDER SERVICES INC. of ROCKVILLE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 111940
- Type: SEC-registered investment adviser
- SEC file number: 801-55092
- Location: 702 KING FARM BLVD., ROCKVILLE, MD, 20850
- Phone: 301-556-0500
- Latest filing: 2026-09-16
- Clients: 3,350

## Business model

- Compensation: Fixed, Subscription, Other
- Clients served: Pensions, Corporations, State/municipal, Other

## Officers, owners & control persons (55)

_Showing 25 of 55 people._

| Name | Role | Location |
| --- | --- | --- |
| [Gary Retelny](https://search.stillhousedata.com/person/260841) | EXECUTIVE DIRECTOR AND PRESIDENT | SCARSDALE, NY |
| [Allen Peter Heery](https://search.stillhousedata.com/person/690677) | EXECUTIVE DIRECTOR AND CHIEF OPERATIONS OFFICER | — |
| [Rhea Jones](https://search.stillhousedata.com/person/690678) | CHIEF COMPLIANCE OFFICER | — |
| [Terrence L Shen](https://search.stillhousedata.com/person/690679) | GENERAL COUNSEL | — |
| [Steven Edward Friedman](https://search.stillhousedata.com/person/704367) | GENERAL COUNSEL | — |
| [QUTUB ROBERT](https://search.stillhousedata.com/person/727855) | CFO AND TREASURER | — |
| [HARVEY WILLIAM STEPHEN](https://search.stillhousedata.com/person/727950) | CHIEF OPERATING OFFICER; HEAD OF ISS | — |
| [RUS THOMAS R](https://search.stillhousedata.com/person/734538) | CHIEF COMPLIANCE OFFICER | — |
| [HIGGINS JOHN PEABODY MONKS](https://search.stillhousedata.com/person/735140) | MANAGER | — |
| [LOWELL KAREN CONSTANCE](https://search.stillhousedata.com/person/735141) | MANAGER | — |
| [MONKS ROBERT CS](https://search.stillhousedata.com/person/736421) | CHAIRMAN; CHAIRMAN, DIRECTOR | — |
| [COLODNY MARK](https://search.stillhousedata.com/person/736422) | DIRECTOR | — |
| [BAER ROBERT J](https://search.stillhousedata.com/person/736423) | EXECUTIVE V.P. AND TREASURER; EXECUTIVE V.P., TREASURER, CFO | — |
| [ARNOLD CORINNA M](https://search.stillhousedata.com/person/736424) | DIRECTOR | — |
| [CONNOLLY JOHN M](https://search.stillhousedata.com/person/736425) | DIRECTOR, PRESIDENT, CHIEF EXECUTIVE OFFICER; PRESIDENT, CHIEF EXECUTIVE OFFICER | — |
| [FRIEDMAN STEVEN E](https://search.stillhousedata.com/person/736426) | GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER; SECRETARY, CHIEF LEGAL OFFICER (+1 more) | — |
| [STRONG HAROLD FREDERICK](https://search.stillhousedata.com/person/737779) | DIRECTOR | — |
| [COHEN DAVID LAWRENCE](https://search.stillhousedata.com/person/764083) | DIRECTOR | — |
| [BRIGEMAN BENJAMIN L](https://search.stillhousedata.com/person/764781) | DIRECTOR | — |
| [LETTIERI JERRY SALVATORE](https://search.stillhousedata.com/person/771751) | CHIEF COMPLIANCE OFFICER | — |
| [PINNELL MARIA CARMEN SUBRAMANIAN](https://search.stillhousedata.com/person/775906) | CHIEF COMPLIANCE OFFICER | — |
| [OBSTLER DAVID MICHAEL](https://search.stillhousedata.com/person/775907) | TREASURER; TREASURER, DIRECTOR | — |
| [BOGDAN FREDERICK W](https://search.stillhousedata.com/person/775908) | DIRECTOR; DIRECTOR AND CHAIRMAN; PRESIDENT AND DIRECTOR | — |
| [GUTOWSKI ROBERT J](https://search.stillhousedata.com/person/775909) | DIRECTOR; DIRECTOR AND SECRETARY | — |
| [RETELNY GARY](https://search.stillhousedata.com/person/775910) | DIRECTOR AND PRESIDENT; EXECUTIVE DIRECTOR AND PRESIDENT; PRESIDENT | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-11-20 | civil | THE COMPLAINT ALLEGES THAT ISS AND ANOTHER PROXY ADVISER/CO-DEFENDANT HAVE ENGAGED IN DECEPTIVE TRADE PRACTICES AND UNFAIR CONDUCT ARISING IN CONNECTION WITH THE PROVISION OF PROXY ADVICE TO FLORIDA RESIDENTS THAT INCLUDES ESG AND DEI-RELATED CONTENT. | Pending | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111940/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111940/similar
- Related entities: https://search.stillhousedata.com/firm/111940/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111940

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.