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Co-Ceo/member · Sierra Management Group

Anthony L. Ozuna

CRD 7222427 · Named on Form ADV at one SEC-registered adviser

At a glance

Sierra Management Group, an SEC-registered wealth manager based in Reno, NV with $127 million in regulatory assets, lists Anthony L. Ozuna on its Form ADV as Co-Ceo/member, a control person.

Firms and roles

AtlasMembers

Anthony’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

  • Daniel E CarterCo-Ceo/member/chief Compliance Officer, Sierra Management Group

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