Owner · Robert Stephen Capital Management LLC
Chrissy M Streeter
CRD 7359679 · Named on Form ADV at one SEC-registered adviser
At a glance
Robert Stephen Capital Management LLC, an SEC-registered wealth manager based in Tulsa, OK with $219 million in regulatory assets, lists Chrissy M Streeter on its Form ADV as Owner.
Firms and roles
- Robert Stephen Capital Management LLCOwnerWealth manager · Tulsa, OK · $219M in regulatory assets
AtlasMembers
Chrissy’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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Colleagues named on the same filings
- Stephen H. StreeterManaging Member, Robert Stephen Capital Management LLC
- Robert B. MorrisChief Compliance Officer, Robert Stephen 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 Chrissy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.