Chief Compliance Officer · Outfitter Financial
Bryant Boston
CRD 2964206 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Outfitter Financial, an SEC-registered wealth manager based in Brunswick, ME with $158 million in regulatory assets, lists Bryant Boston on its Form ADV as Chief Compliance Officer. The SEC filings also name Bryant at 1 other registered adviser.
Firms and roles
- Outfitter FinancialChief Compliance OfficerWealth manager · Brunswick, ME · $158M in regulatory assets
- Shelter Wealth Strategies, LLCCCOWealth manager · Houston, TX · $144M in regulatory assets
AtlasMembers
Bryant’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
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David A. KenkelManaging Member, Outfitter Financial
- Scott H. FreemanCo-Chairman of HFB Holdings, LLC, Shelter Wealth Strategies, LLC
- Therese-Marie CasementDirector of Operations, Shelter Wealth Strategies, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bryant’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.