Co-Chief Investment Officer · Grey Ledge Advisors, LLC
Jason A Kish
CRD 6311409 · Named on Form ADV at one SEC-registered adviser
At a glance
Grey Ledge Advisors, LLC, an SEC-registered wealth manager based in Guilford, CT with $616 million in regulatory assets, lists Jason A Kish on its Form ADV as Co-Chief Investment Officer, a control person.
Firms and roles
- Grey Ledge Advisors, LLCCo-Chief Investment OfficerWealth manager · Guilford, CT · $616M in regulatory assets
AtlasMembers
Jason’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
- Colleen A VenterChief Compliance Officer, Grey Ledge Advisors, LLC
- Michael O. SchulitzPresident/ceo, Grey Ledge Advisors, LLC
- Brant A. WalkerCo-Chief Investment Officer, Grey Ledge 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 Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.