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Director · Haverford Financial Services, Inc.

Binney H. Wietlisbach

CRD 2229514 · Named on Form ADV at one SEC-registered adviser

At a glance

Haverford Financial Services, Inc., an SEC-registered asset manager based in Radnor, PA with $366 million in regulatory assets, lists Binney H. Wietlisbach on its Form ADV as Director, a control person.

Firms and roles

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Binney’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
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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)

  • George W. ConnellDirector and Indirect Owner, Haverford Financial Services, Inc.
  • Joseph J. McLaughlinChairman & Chief Executive Officer, Haverford Financial Services, Inc.
  • Marieelena V NessChief Compliance Officer, Haverford Financial Services, Inc.
  • Henry B. SmithHead of Investment Strategies, Haverford Financial Services, Inc.
  • Paul S. RovnerChief Financial Officer, Treasurer, & Director, Haverford Financial Services, Inc.

3 more people named with Binney on the same filings, with titles and firms. Free in Atlas with a free account.

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