Chief Investment Officer & Portfolio Manager · Deroy & Devereaux Private Investment Counsel, Inc.
Jeffrey W. Wardlow
CRD 4608320 · Named on Form ADV at one SEC-registered adviser
At a glance
Deroy & Devereaux Private Investment Counsel, Inc., an SEC-registered wealth manager based in Bloomfield Hills, MI with $2.6 billion in regulatory assets, lists Jeffrey W. Wardlow on its Form ADV as Chief Investment Officer & Portfolio Manager, a control person.
Firms and roles
- Deroy & Devereaux Private Investment Counsel, Inc.Chief Investment Officer & Portfolio ManagerWealth manager · Bloomfield Hills, MI · $2.6B 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
- 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
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Colleagues named on the same filings
- Sean A. MetrosePresident & Portfolio Manager, Deroy & Devereaux Private Investment Counsel, Inc.
- Mary Elizabeth B. GrabelChief Compliance Officer, Deroy & Devereaux Private Investment Counsel, Inc.
- Sarah B. SchattnerShareholder, Deroy & Devereaux Private Investment Counsel, Inc.
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.