Chairman and Chief Investment Officer · Estabrook Capital Management LLC
Charles T. Foley
CRD 210584 · Named on Form ADV at one SEC-registered adviser
At a glance
Estabrook Capital Management LLC, an SEC-registered wealth manager based in New York, NY with $933 million in regulatory assets, lists Charles T. Foley on its Form ADV as Chairman and Chief Investment Officer, a control person.
Firms and roles
- Estabrook Capital Management LLCChairman and Chief Investment OfficerWealth manager · New York, NY · $933M in regulatory assets
AtlasMembers
Charles’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
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- 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
- II C. T. FoleyMember, Estabrook Capital Management LLC
- David P. FoleyChief Operating Officer, Estabrook Capital Management LLC
- Sarah N. WhiteChief Compliance Officer, Estabrook Capital 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 Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.