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Chief Compliance Officer/chief Executive Officer · Castleton Partners, LLC

Jean M. Reinoso

CRD 5396551 · Named on Form ADV at one SEC-registered adviser

At a glance

Castleton Partners, LLC, an SEC-registered wealth manager with $142 million in regulatory assets, lists Jean M. Reinoso on its Form ADV as Chief Compliance Officer/chief Executive Officer, a control person.

Firms and roles

  • Castleton Partners, LLCChief Compliance Officer/chief Executive OfficerWealth manager · United States · $142M in regulatory assets

AtlasMembers

Jean’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
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When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.