Chief Financial Officer · Keystate Advisory, LLC
Gayle Espinosa
CRD 7603253 · Named on Form ADV at one SEC-registered adviser
At a glance
Keystate Advisory, LLC, an SEC-registered asset manager based in LAS Vegas, NV with $16.6 billion in regulatory assets, lists Gayle Espinosa on its Form ADV as Chief Financial Officer.
Firms and roles
- Keystate Advisory, LLCChief Financial OfficerAsset manager · LAS Vegas, NV · $17B in regulatory assets
AtlasMembers
Gayle’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
- Joshua C. MillerChief Compliance Officer & CEO, Keystate Advisory, LLC
- Larry M. WoodExecutive Vice President, Keystate Advisory, LLC
- Monte L. MillerExecutive Chairman, Keystate Advisory, LLC
- Ivan S. FarrisSenior Vice President, Keystate Advisory, LLC
- Brian J. AmendChief Operating Officer, Keystate Advisory, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gayle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.