Shareholder, Series1 Shares · Vestmark Advisory Solutions, Inc.
David B. Blundin
CRD 5164845 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Vestmark Advisory Solutions, Inc., an SEC-registered wealth manager based in Wakefield, MA with $49.9 billion in regulatory assets, lists David B. Blundin on its Form ADV as Shareholder, Series1 Shares, a control person. The SEC filings also name David at 1 other registered adviser.
Firms and roles
- Vestmark Advisory Solutions, Inc.Shareholder, Series1 SharesWealth manager · Wakefield, MA · $50B in regulatory assets
- DatalignInvestorAsset manager · Cambridge, MA · $0M in regulatory assets
AtlasMembers
David’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Sennet I. RubinVice President, Vestmark Advisory Solutions, Inc.
- Denise M. AdamczykChief Compliance Officer, Vestmark Advisory Solutions, Inc.
- Robert G. BattistaSenior Vice President/managing Director, Vestmark Advisory Solutions, Inc.
- Conor W DalyChief Legal Officer, Vestmark Advisory Solutions, Inc.
- Maral P BoyadjianSVP, Head of Portfolio Management, Vestmark Advisory Solutions, Inc.
4 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.