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Member; Chief Financial Officer · Mycio Wealth Partners, LLC

Adrian G. Verueco

CRD 7357986 · Named on Form ADV at one SEC-registered adviser

At a glance

Mycio Wealth Partners, LLC, an SEC-registered wealth manager based in Philadelphia, PA with $15.8 billion in regulatory assets, lists Adrian G. Verueco on its Form ADV as Member; Chief Financial Officer, a control person.

Firms and roles

AtlasMembers

Adrian’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

  • James J. BilesMember; Chief Compliance Officer (1/2007), Mycio Wealth Partners, LLC
  • David E. LeesManaging Member, Mycio Wealth Partners, LLC

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