Chief Compliance Officer/chief Operating Officer/principal · RZH Advisors LLC
Jean-Paul Atallah
CRD 5506492 · Named on Form ADV at one SEC-registered adviser
At a glance
RZH Advisors LLC, an SEC-registered wealth manager based in Stamford, CT with $2.4 billion in regulatory assets, lists Jean-Paul Atallah on its Form ADV as Chief Compliance Officer/chief Operating Officer/principal, a control person.
Firms and roles
- RZH Advisors LLCChief Compliance Officer/chief Operating Officer/principalWealth manager · Stamford, CT · $2.4B in regulatory assets
AtlasMembers
Jean-Paul’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
- Carl J. ZuckerbergPrincipal /chief Investment Strategist, RZH Advisors LLC
- Spencer M. CooperChief Wealth Strategist/principal, RZH Advisors LLC
- Lauren A. RowlandPrincipal, RZH 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 Jean-Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.