Member, Managing Partner, Chief Compliance Officer · Councilmark Asset Management, LLC
Daniel W. Pettway
CRD 4379101 · Named on Form ADV at one SEC-registered adviser
At a glance
Councilmark Asset Management, LLC, an SEC-registered wealth manager based in Knoxville, TN with $271 million in regulatory assets, lists Daniel W. Pettway on its Form ADV as Member, Managing Partner, Chief Compliance Officer, a control person.
Firms and roles
- Councilmark Asset Management, LLCMember, Managing Partner, Chief Compliance OfficerWealth manager · Knoxville, TN · $271M 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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Stanley W. ErwinMember, Portfolio Manager, Councilmark Asset Management, 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.