CCO · Everoak Wealth Co
Kelly F. Robertson
CRD 6307411 · Named on Form ADV at one SEC-registered adviser
At a glance
Everoak Wealth Co, an SEC-registered asset manager based in Colorado Springs, CO with $0 in regulatory assets, lists Kelly F. Robertson on its Form ADV as CCO, a control person.
Firms and roles
- Everoak Wealth CoCCOAsset manager · Colorado Springs, CO · $0M in regulatory assets
AtlasMembers
Kelly’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Open Atlas freeMember sign in
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joel D. MalickPartner, Managing Member, Everoak Wealth Co
- Timothy S. WatsonPartner, Managing Member, Everoak Wealth Co
- Randy J. WardPartner, Managing Member, Everoak Wealth Co
- Alexander W. LippertPartner, Managing Member, Everoak Wealth Co
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.