CEO · Stelac Advisory Services LLC
Alberto Villa Ramon
CRD 8061912 · Named on Form ADV at one SEC-registered adviser
At a glance
Stelac Advisory Services LLC, an SEC-registered wealth manager based in New York, NY with $6.3 billion in regulatory assets, lists Alberto Villa Ramon on its Form ADV as CEO, a control person.
Firms and roles
- Stelac Advisory Services LLCCEOWealth manager · New York, NY · $6.3B in regulatory assets
AtlasMembers
Alberto’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Clarissa Padula de PosadaCOO, Stelac Advisory Services LLC
- Lina M. AriasChief Compliance Officer, Stelac Advisory Services LLC
- Carlos E. PadulaChairman of the Board, Stelac Advisory Services LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alberto’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.