Chief Compliance Officer · Grey Ledge Advisors, LLC
Colleen A Venter
CRD 4964085 · Named on Form ADV at one SEC-registered adviser
At a glance
Grey Ledge Advisors, LLC, an SEC-registered wealth manager based in Guilford, CT with $616 million in regulatory assets, lists Colleen A Venter on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Grey Ledge Advisors, LLCChief Compliance OfficerWealth manager · Guilford, CT · $616M in regulatory assets
AtlasMembers
Colleen’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
- Michael O. SchulitzPresident/ceo, Grey Ledge Advisors, LLC
- Jason A KishCo-Chief Investment Officer, Grey Ledge Advisors, LLC
- Brant A. WalkerCo-Chief Investment Officer, Grey Ledge Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Colleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.