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Chief Financial Officer · Birchview Capital, LP

John B. Trottier

CRD 7025933 · Named on Form ADV at one SEC-registered adviser

At a glance

Birchview Capital, LP, an SEC-registered wealth manager based in Burlington, VT with $239 million in regulatory assets, lists John B. Trottier on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

  • Birchview Capital, LPChief Financial OfficerWealth manager · Burlington, VT · $239M 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
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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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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.