Elected Manager · Gleneagles Investment Advisors, LLC
David B. Plyler
CRD 2781955 · Named on Form ADV at one SEC-registered adviser
At a glance
Gleneagles Investment Advisors, LLC, an SEC-registered wealth manager based in Atlanta, GA with $3.1 billion in regulatory assets, lists David B. Plyler on its Form ADV as Elected Manager, a control person.
Firms and roles
- Gleneagles Investment Advisors, LLCElected ManagerWealth manager · Atlanta, GA · $3.1B 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 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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stephen W. RiddellChief Compliance Officer, Gleneagles Investment Advisors, LLC
- Sophia H. WayChief Investment Officer, Gleneagles Investment 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 David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.