Managing Principal / CCO · IOR
Anthony S. Waskiewicz
CRD 2149426 · Named on Form ADV at 2 SEC-registered advisers
At a glance
IOR, an SEC-registered asset manager based in Clayton, MO with $127 million in regulatory assets, lists Anthony S. Waskiewicz on its Form ADV as Managing Principal / CCO, a control person. The SEC filings also name Anthony at 1 other registered adviser.
Firms and roles
- IORManaging Principal / CCOAsset manager · Clayton, MO · $127M in regulatory assets
- Allocator Solutions, LLCManaging Principal / CCOAsset manager · St Louis, MO · $514M in regulatory assets
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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- James F. KellyOwner, IOR
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.