CIO · SSA Wealth Advisors
Ivo N. Kaufmann
CRD 4412460 · Named on Form ADV at one SEC-registered adviser
At a glance
SSA Wealth Advisors, an SEC-registered asset manager based in Zurich, Switzerland with $817 million in regulatory assets, lists Ivo N. Kaufmann on its Form ADV as CIO, a control person.
Firms and roles
- SSA Wealth AdvisorsCIOAsset manager · Zurich, Switzerland · $817M in regulatory assets
AtlasMembers
Ivo’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.
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ivo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- 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 (6)
- Jaime N. Malda SalinasCEO / Member of the Executive Committee, SSA Wealth Advisors
- Bernard N. TracewskiDirector, Chairman of Board of Directors, SSA Wealth Advisors
- Marta N. Lopez De La Oliva CasesCCO / Member of the Executive Committee, SSA Wealth Advisors
- Nathalie N. ChaixDirector, SSA Wealth Advisors
- Antonio N. Costa OrtunoDirector, SSA Wealth Advisors
1 more person named with Ivo on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ivo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.