President · Courier Capital, LLC
James E. Iglewski
CRD 1814275 · Named on Form ADV at one SEC-registered adviser
At a glance
Courier Capital, LLC, an SEC-registered wealth manager based in Buffalo, NY with $3.6 billion in regulatory assets, lists James E. Iglewski on its Form ADV as President, a control person.
Firms and roles
- Courier Capital, LLCPresidentWealth manager · Buffalo, NY · $3.6B in regulatory assets
AtlasMembers
James’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
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Heather L. WisinskiSenior Director of Operations, Courier Capital, LLC
- Jason M. StronzSenior Managing Director, Courier Capital, LLC
- Karen A. MohnChief Compliance Officer, Courier Capital, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.