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Chief Compliance Officer · Alliance Partners LLC

Derek A Anderson

CRD 2920811 · Named on Form ADV at one SEC-registered adviser

At a glance

Alliance Partners LLC, an SEC-registered asset manager based in Chevy Chase, MD with $1.9 billion in regulatory assets, lists Derek A Anderson on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Alliance Partners LLCChief Compliance OfficerAsset manager · Chevy Chase, MD · $1.9B in regulatory assets

AtlasMembers

Derek’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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Each firm’s assets and growth
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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 Derek’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.