Chief Compliance Officer · Stone Hill Fiduciary Management, LLC
Caryn S Newman
CRD 5004938 · Named on Form ADV at one SEC-registered adviser
At a glance
Stone Hill Fiduciary Management, LLC, an SEC-registered asset manager based in Great Neck, NY with $2.8 billion in regulatory assets, lists Caryn S Newman on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Stone Hill Fiduciary Management, LLCChief Compliance OfficerAsset manager · Great Neck, NY · $2.8B in regulatory assets
AtlasMembers
Caryn’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
- Sheldon M. GellerPresident and Managing Member, Stone Hill Fiduciary Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Caryn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.