Chief Executive Officer · Tradeway
Kathryn V. Huber
CRD 6628018 · Named on Form ADV at one SEC-registered adviser
At a glance
Tradeway, an SEC-registered wealth manager with $89 million in regulatory assets, lists Kathryn V. Huber on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- TradewayChief Executive OfficerWealth manager · United States · $89M in regulatory assets
AtlasMembers
Kathryn’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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- Search and export owners by title, state and firm size
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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
- David P. MitchellChairman of the Board of Directors, Tradeway
- Charlotte K. MitchellVp, Tradeway
- David V. HuberChief Sales Officer, Tradeway
- Colin C. CalvertChief Financial Officer, Tradeway
- Benjamin P. MitchellChief Compliance Officer, Tradeway
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathryn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.