Owner · Overwatch Capital Advisors LLC
Gregg L. Zeoli
CRD 2620340 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Overwatch Capital Advisors LLC, an SEC-registered asset manager based in New York, NY with $0 in regulatory assets, lists Gregg L. Zeoli on its Form ADV as Owner, a control person. The SEC filings also name Gregg at 1 other registered adviser.
Firms and roles
- Overwatch Capital Advisors LLCOwnerAsset manager · New York, NY · $0M in regulatory assets
- Empire Financial Management Company, LLCManaging Member/chief Compliance OfficerWealth manager · Holmdel, NJ · $706M in regulatory assets
AtlasMembers
Gregg’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
- 2 firmsLocked
- 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.
Colleagues named on the same filings
- Anthony V ManoryChief Investment Officer, Overwatch Capital Advisors LLC
- Anthony P. FeliceChief Executive Officer/chief Compliance Officer, Overwatch Capital Advisors LLC
- Lauren M. BanjanyChief Operating Officer, Empire Financial Management Company, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.