Interim Chief Compliance Officer · ADP Strategic Plan Services, LLC
Jill Savoy
CRD 5114241 · Named on Form ADV at one SEC-registered adviser
At a glance
ADP Strategic Plan Services, LLC, an SEC-registered asset manager based in Roseland, NJ with $32.4 billion in regulatory assets, lists Jill Savoy on its Form ADV as Interim Chief Compliance Officer, a control person.
Firms and roles
- ADP Strategic Plan Services, LLCInterim Chief Compliance OfficerAsset manager · Roseland, NJ · $32B in regulatory assets
AtlasMembers
Jill’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 (8)
- Kristin A. Dospassos-KriegElected Manager, ADP Strategic Plan Services, LLC
- James T. BuccellaElected Manager, ADP Strategic Plan Services, LLC
- Jeffry A. HodgesElected Manager, ADP Strategic Plan Services, LLC
- Patricia M. BarrenecheaChief Financial Officer, ADP Strategic Plan Services, LLC
- James P. BlakeCorporate Secretary, ADP Strategic Plan Services, LLC
3 more people named with Jill on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jill’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.