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Chief Operating Officer & Chief Compliance Officer · Uhler Vertich White Advisors

Bryan K. Fiore

CRD 2633690 · Named on Form ADV at one SEC-registered adviser

At a glance

Uhler Vertich White Advisors, an SEC-registered wealth manager based in Fort Myers, FL with $514 million in regulatory assets, lists Bryan K. Fiore on its Form ADV as Chief Operating Officer & Chief Compliance Officer, a control person.

Firms and roles

  • Uhler Vertich White AdvisorsChief Operating Officer & Chief Compliance OfficerWealth manager · Fort Myers, FL · $514M in regulatory assets

AtlasMembers

Bryan’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

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