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Cto · Retirable

Ian D. Yamey

CRD 7531496 · Named on Form ADV at one SEC-registered adviser

At a glance

Retirable, an SEC-registered wealth manager based in New York, NY with $301 million in regulatory assets, lists Ian D. Yamey on its Form ADV as Cto, a control person.

Firms and roles

  • RetirableCtoWealth manager · New York, NY · $301M 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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings

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.