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Director · Facet

Jeffrey S. Stein

CRD 4691107 · Named on Form ADV at one SEC-registered adviser

At a glance

Facet, an SEC-registered wealth manager based in West Palm Beach, FL with $7.6 billion in regulatory assets, lists Jeffrey S. Stein on its Form ADV as Director, a control person.

Firms and roles

  • FacetDirectorWealth manager · West Palm Beach, FL · $7.6B 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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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 (9)

4 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

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.