Secretary · Miai, Inc.
Cynthia E. Besek
CRD 1669039 · Named on Form ADV at one SEC-registered adviser
At a glance
Miai, Inc., an SEC-registered wealth manager based in Dallas, TX with $213 million in regulatory assets, lists Cynthia E. Besek on its Form ADV as Secretary, a control person.
Firms and roles
- Miai, Inc.SecretaryWealth manager · Dallas, TX · $213M in regulatory assets
AtlasMembers
Cynthia’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Daniel C. DooleyPresident, Miai, Inc.
- Laurie M. MooreChief Compliance Officer, Miai, Inc.
- Jonathan D. RobinsonChairman of the Board, Miai, Inc.
- Andrea L. SwopeCEO, Miai, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cynthia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.