Chief Compliance Officer · Alphastar Capital Management
Daniel T. Lantz
CRD 6245675 · Named on Form ADV at one SEC-registered adviser
At a glance
Alphastar Capital Management, an SEC-registered wealth manager based in Cornelius, NC with $2.5 billion in regulatory assets, lists Daniel T. Lantz on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Alphastar Capital ManagementChief Compliance OfficerWealth manager · Cornelius, NC · $2.5B in regulatory assets
AtlasMembers
Daniel’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
- 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 (6)
- Anthony J. ParishChief Investment Officer / Member, Alphastar Capital Management
- Laura B. FurnerChief Operating Officer, Alphastar Capital Management
- Julie W. StarrChief Financial Officer, Alphastar Capital Management
- Anitra CassasGeneral Counsel, Alphastar Capital Management
- Derek A GubalaCo-President, Alphastar Capital Management
1 more person named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.