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Chief Compliance Officer and Chief Financial Officer · The Gleason Group, Inc.

Andrea N. Gleason

CRD 6492857 · Named on Form ADV at one SEC-registered adviser

At a glance

The Gleason Group, Inc., an SEC-registered wealth manager based in Prospect, KY with $1.6 billion in regulatory assets, lists Andrea N. Gleason on its Form ADV as Chief Compliance Officer and Chief Financial Officer, a control person.

Firms and roles

  • The Gleason Group, Inc.Chief Compliance Officer and Chief Financial OfficerWealth manager · Prospect, KY · $1.6B in regulatory assets

AtlasMembers

Andrea’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

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