Principal · Tradewinds Wealth Management
Christian S. D'urso
CRD 5304397 · Named on Form ADV at one SEC-registered adviser
At a glance
Tradewinds Wealth Management, an SEC-registered wealth manager based in Portland, OR with $135 million in regulatory assets, lists Christian S. D'urso on its Form ADV as Principal, a control person.
Firms and roles
- Tradewinds Wealth ManagementPrincipalWealth manager · Portland, OR · $135M in regulatory assets
AtlasMembers
Christian’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James P. SpanglerChief Operating Officer, Tradewinds Wealth Management
- Constantine A. PelosChief Compliance Officer, Tradewinds Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.