Owner, Financial Advisor · 917 Advisory Services LLC
John A. Schram
CRD 2397137 · Named on Form ADV at one SEC-registered adviser
At a glance
917 Advisory Services LLC, an SEC-registered wealth manager based in Spokane, WA with $168 million in regulatory assets, lists John A. Schram on its Form ADV as Owner, Financial Advisor, a control person.
Firms and roles
- 917 Advisory Services LLCOwner, Financial AdvisorWealth manager · Spokane, WA · $168M in regulatory assets
AtlasMembers
John’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
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Barbara J. MillerChief Compliance Officer, 917 Advisory Services LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.