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Chief Financial Officer & Chief Operating Officer · Stone Temple Partners LLC

David H. Ward

CRD 1926036 · Named on Form ADV at one SEC-registered adviser

At a glance

Stone Temple Partners LLC, an SEC-registered wealth manager based in New York, NY with $669 million in regulatory assets, lists David H. Ward on its Form ADV as Chief Financial Officer & Chief Operating Officer, a control person.

Firms and roles

  • Stone Temple Partners LLCChief Financial Officer & Chief Operating OfficerWealth manager · New York, NY · $669M 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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When each role began
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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

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.