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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

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
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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 (14)

9 more people named with Geoffrey on the same filings, with titles and firms. Free in Atlas with a free account.

See all 14 free

Something 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.