Chief Compliance Officer · Bell City Wealth, Inc.
Denise M. Young
CRD 4493163 · Named on Form ADV at one SEC-registered adviser
At a glance
Bell City Wealth, Inc., an SEC-registered wealth manager based in Hillsboro, OH with $163 million in regulatory assets, lists Denise M. Young on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Bell City Wealth, Inc.Chief Compliance OfficerWealth manager · Hillsboro, OH · $163M in regulatory assets
AtlasMembers
Denise’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Richard A. CarrollPresident/principal Owner, Bell City Wealth, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Denise’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.