CCO · Stifel Wealth Tracker
Geoffrey Clyde Jr Bright
CRD 4696103 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Stifel Wealth Tracker, an SEC-registered asset manager based in St. Louis, MO with $0 in regulatory assets, lists Geoffrey Clyde Jr Bright on its Form ADV as CCO, a control person. The SEC filings also name Geoffrey at 1 other registered adviser.
Firms and roles
- Stifel Wealth TrackerCCOAsset manager · St. Louis, MO · $0M in regulatory assets
- Stifel, Nicolaus & Company, IncorporatedChief Compliance Officer - Private Client GroupBroker-dealer firm · St Louis, MO · $198B in regulatory assets
AtlasMembers
Geoffrey’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 each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- 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.
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Geoffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- 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 (14)
- Howard J. RosenCOO, Stifel Wealth Tracker
- Geoffrey N. ValentinoClo, Stifel Wealth Tracker
- James Mark ZemlyakExecutive Vice President & Director, Stifel, Nicolaus & Company, Incorporated
- Ronald James KruszewskiPresident, Chief Executive Office & Chairman of the Board, Stifel, Nicolaus & Company, Incorporated
- Mark Philip FisherGeneral Counsel, Secretary, Stifel, Nicolaus & Company, Incorporated
9 more people named with Geoffrey on the same filings, with titles and firms. Free in Atlas with a free account.
See all 14 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Geoffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.