Managing Partner, Chief Compliance Officer · Trinity Investors Fund Advisors, LLC
Daniel S. Meader
CRD 4789581 · Named on Form ADV at one SEC-registered adviser
At a glance
Trinity Investors Fund Advisors, LLC, an SEC-registered broker-dealer firm based in Southlake, TX with $607 million in regulatory assets, lists Daniel S. Meader on its Form ADV as Managing Partner, Chief Compliance Officer, a control person.
Firms and roles
- Trinity Investors Fund Advisors, LLCManaging Partner, Chief Compliance OfficerBroker-dealer firm · Southlake, TX · $607M 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
- 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
- Sanjay ChandraManaging Partner, Trinity Investors Fund 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 Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.