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Managing Principal and Chief Investment Officer · Astoria Strategic Wealth, Inc.

Kirby D. Jacobson

CRD 5631324 · Named on Form ADV at one SEC-registered adviser

At a glance

Astoria Strategic Wealth, Inc., an SEC-registered wealth manager with $483 million in regulatory assets, lists Kirby D. Jacobson on its Form ADV as Managing Principal and Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Kirby’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
1 firmLocked
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

  • Brian A. CoxPrincipal/ Chief Compliance Officer/president, Astoria Strategic Wealth, Inc.
  • Russell E. JacobsonPrincipal/investment Advisor Representative, Astoria Strategic Wealth, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kirby’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.