Chief Compliance Officer · Bitterroot Capital Advisors LLC
Carol P. Chestnut
CRD 6423887 · Named on Form ADV at one SEC-registered adviser
At a glance
Bitterroot Capital Advisors LLC, an SEC-registered wealth manager based in Bozeman, MT with $1.8 billion in regulatory assets, lists Carol P. Chestnut on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Bitterroot Capital Advisors LLCChief Compliance OfficerWealth manager · Bozeman, MT · $1.8B in regulatory assets
AtlasMembers
Carol’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Andrew S. MartzloffManaging Member, Bitterroot Capital Advisors LLC
- Keith A GertsenMember, Bitterroot Capital Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carol’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.