Chief Financial Officer · Oneseven
Betsey Saffar
CRD 8246871 · Named on Form ADV at one SEC-registered adviser
At a glance
Oneseven, an SEC-registered wealth manager based in Beachwood, OH with $7.7 billion in regulatory assets, lists Betsey Saffar on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- OnesevenChief Financial OfficerWealth manager · Beachwood, OH · $7.7B in regulatory assets
AtlasMembers
Betsey’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 (8)
- Ronald S. GrossManaging Member, Oneseven
- Todd M. ResnickMember, Oneseven
- Richard J. GrossPresident, Oneseven
- Ted J. TriskaChief Operating Officer, Oneseven
- Adam H. BlumenthalChief Growth Officer, Oneseven
3 more people named with Betsey on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Betsey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.