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Vice President, Co-Portfolio Manager · Ruggaard & Associates

David A. Sleeter

CRD 6196325 · Named on Form ADV at one SEC-registered adviser

At a glance

Ruggaard & Associates, an SEC-registered wealth manager based in Hudson, OH with $369 million in regulatory assets, lists David A. Sleeter on its Form ADV as Vice President, Co-Portfolio Manager, a control person.

Firms and roles

  • Ruggaard & AssociatesVice President, Co-Portfolio ManagerWealth manager · Hudson, OH · $369M 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
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Control-person status
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Colleagues named on the same filings

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.