President · Canterbury Consulting Incorporated
Debashis Chowdhury
CRD 3146678 · Named on Form ADV at one SEC-registered adviser
At a glance
Canterbury Consulting Incorporated, an SEC-registered wealth manager based in Newport Beach, CA with $45.9 billion in regulatory assets, lists Debashis Chowdhury on its Form ADV as President, a control person.
Firms and roles
- Canterbury Consulting IncorporatedPresidentWealth manager · Newport Beach, CA · $46B in regulatory assets
AtlasMembers
Debashis’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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Colleagues named on the same filings (6)
- Donald R. CluckFounding Director, Canterbury Consulting Incorporated
- Michael S. LavenChairman, Canterbury Consulting Incorporated
- Jerry Dale III MontgomeryManaging Director, Canterbury Consulting Incorporated
- Poorvi R. ParekhChief Compliance Officer (CCO), Canterbury Consulting Incorporated
- Nolan C WoodManaging Director, Canterbury Consulting Incorporated
1 more person named with Debashis on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Debashis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.