Stakeholder · Sfmg Wealth Advisors
Craig M. Greenway
CRD 4432599 · Named on Form ADV at one SEC-registered adviser
At a glance
Sfmg Wealth Advisors, an SEC-registered wealth manager based in Plano, TX with $3.0 billion in regulatory assets, lists Craig M. Greenway on its Form ADV as Stakeholder, a control person.
Firms and roles
- Sfmg Wealth AdvisorsStakeholderWealth manager · Plano, TX · $3.0B in regulatory assets
AtlasMembers
Craig’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 (7)
- Ryan J. BlairPresident & Managing Director, Sfmg Wealth Advisors
- Kevin W. MargolisCEO, Managing Director, Sfmg Wealth Advisors
- James T. NippManaging Director, Sfmg Wealth Advisors
- Shashin G. ShahManaging Director, Sfmg Wealth Advisors
- Crystal L. BillingChief Compliance Officer & Wealth Advisor, Sfmg Wealth Advisors
2 more people named with Craig on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.