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Chief Compliance Officer · Keybanc Capital Markets Research, LLC

Blanca E. Ortiz

CRD 1995557 · Named on Form ADV at one SEC-registered adviser

At a glance

Keybanc Capital Markets Research, LLC, an SEC-registered asset manager based in Cleveland, OH with $0 in regulatory assets, lists Blanca E. Ortiz on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

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Blanca’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

  • Douglas W. PreiserCOO, Keybanc Captial Markets, Keybanc Capital Markets Research, LLC
  • Tahira AfzalDirector of Equity Research, Keybanc Capital Markets Research, LLC

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