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Member · Strategent Financial, LLC

Abram J. Shearer

CRD 5204820 · Named on Form ADV at one SEC-registered adviser

At a glance

Strategent Financial, LLC, an SEC-registered wealth manager based in Harrisonburg, VA with $375 million in regulatory assets, lists Abram J. Shearer on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Abram’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Dale S. LamManaging Member, Chief Compliance Officer, Strategent Financial, LLC
  • Andrew S. LamMember, Strategent Financial, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Abram’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.