Member, CEO · Westfuller Advisors, LLC
Ian S. Fuller
CRD 5038163 · Named on Form ADV at one SEC-registered adviser
At a glance
Westfuller Advisors, LLC, an SEC-registered asset manager based in New York, NY with $3.4 billion in regulatory assets, lists Ian S. Fuller on its Form ADV as Member, CEO, a control person.
Firms and roles
- Westfuller Advisors, LLCMember, CEOAsset manager · New York, NY · $3.4B in regulatory assets
AtlasMembers
Ian’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
- Locked
- 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.
Colleagues named on the same filings
- Lola C. WestMember, Chairwoman, Chief Culture Officer, Westfuller Advisors, LLC
- Michael W DziuraChief Compliance Officer, Westfuller Advisors, LLC
- Mona S. WilliamsChief Operating Officer, Westfuller Advisors, LLC
- Brian C. ColeChief Administrative Officer, Westfuller Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.