Director of Trading · Strathmore Capital Advisors
Jennifer H. Luzzatto
CRD 1527156 · Named on Form ADV at one SEC-registered adviser
At a glance
Strathmore Capital Advisors, an SEC-registered wealth manager based in Charlotte, NC with $805 million in regulatory assets, lists Jennifer H. Luzzatto on its Form ADV as Director of Trading, a control person.
Firms and roles
- Strathmore Capital AdvisorsDirector of TradingWealth manager · Charlotte, NC · $805M in regulatory assets
AtlasMembers
Jennifer’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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- Each firm’s assets and growth
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Colleagues named on the same filings
- John C. KernodlePresident, Strathmore Capital Advisors
- Taylor C. FawChief Compliance Officer, Strathmore Capital Advisors
- Zachary D. HuneycuttChief Investment Officer, Strathmore Capital Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.