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Chief Compliance Officer · Scofield & Company, LLC

Casey P. Urdiales

CRD 6634105 · Named on Form ADV at one SEC-registered adviser

At a glance

Scofield & Company, LLC, an SEC-registered wealth manager based in Fairlawn, OH with $114 million in regulatory assets, lists Casey P. Urdiales on its Form ADV as Chief Compliance Officer.

Firms and roles

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Casey’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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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 Casey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.