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Executive Vice President and Chief Compliance Officer · Rosenblum Silverman Sutton SF Inc

Joel D. Stilwell

CRD 7770715 · Named on Form ADV at one SEC-registered adviser

At a glance

Rosenblum Silverman Sutton SF Inc, an SEC-registered wealth manager based in SAN Francisco, CA with $487 million in regulatory assets, lists Joel D. Stilwell on its Form ADV as Executive Vice President and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Joel’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

  • Philip A. HuffExecutive Vice President and Chief Financial Officer, Rosenblum Silverman Sutton SF Inc
  • Holger N. BerndtPresident and Chief Investment Officer, Rosenblum Silverman Sutton SF Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.