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Chief Operating Officer · Scenic Management LLC

Kathleen E. Boord

CRD 8010134 · Named on Form ADV at one SEC-registered adviser

At a glance

Scenic Management LLC, an SEC-registered broker-dealer firm based in SAN Francisco, CA with $145 million in regulatory assets, lists Kathleen E. Boord on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • Scenic Management LLCChief Operating OfficerBroker-dealer firm · SAN Francisco, CA · $145M in regulatory assets

AtlasMembers

Kathleen’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 Kathleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.