CFO · Vantage Financial Group, Inc.
Greg Robinson
CRD 7536994 · Named on Form ADV at one SEC-registered adviser
At a glance
Vantage Financial Group, Inc., an SEC-registered wealth manager based in Cleveland, OH with $867 million in regulatory assets, lists Greg Robinson on its Form ADV as CFO.
Firms and roles
- Vantage Financial Group, Inc.CFOWealth manager · Cleveland, OH · $867M in regulatory assets
AtlasMembers
Greg’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 (8)
- William M. McCormickPresident/chief Executive Officer, Vantage Financial Group, Inc.
- Suzanne AerniOwner, Vantage Financial Group, Inc.
- Michelle BearducciOwner, Vantage Financial Group, Inc.
- Michael T. BearducciExecutive Vice President/secretary, Vantage Financial Group, Inc.
- Joseph C. KeanChief Operating Officer, Vantage Financial Group, Inc.
3 more people named with Greg on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Greg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.