Managing Member · Suncoast Equity Management, LLC
Donald R. Jowdy
CRD 2317293 · Named on Form ADV at one SEC-registered adviser
At a glance
Suncoast Equity Management, LLC, an SEC-registered wealth manager based in Tampa, FL with $2.1 billion in regulatory assets, lists Donald R. Jowdy on its Form ADV as Managing Member, a control person.
Firms and roles
- Suncoast Equity Management, LLCManaging MemberWealth manager · Tampa, FL · $2.1B in regulatory assets
AtlasMembers
Donald’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Elliott T. SharpChief Compliance Officer, Suncoast Equity Management, LLC
- Daniel McNicholPresident, Suncoast Equity Management, LLC
- Kenneth E. OrorkeChief Executive Officer, Suncoast Equity Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.