COO · Statetrust Capital, LLC.
Jeffrey W. Cimbal
CRD 2028791 · Named on Form ADV at one SEC-registered adviser
At a glance
Statetrust Capital, LLC., an SEC-registered wealth manager based in Boca Raton, FL with $94 million in regulatory assets, lists Jeffrey W. Cimbal on its Form ADV as COO, a control person.
Firms and roles
- Statetrust Capital, LLC.COOWealth manager · Boca Raton, FL · $94M in regulatory assets
AtlasMembers
Jeffrey’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
- Jose L. MayaDirector of Statetrust Group, LLC, Statetrust Capital, LLC.
- Joseph L. TurnesExecutive Manager - President and Director of Statetrustgroup, LLC, Statetrust Capital, LLC.
- Napoleon A. AponteCCO, Statetrust 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 Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.