Chief Operating Officer; Director · West Financial Services, Inc.
Kirstie B. Sturman
CRD 4622459 · Named on Form ADV at one SEC-registered adviser
At a glance
West Financial Services, Inc., an SEC-registered wealth manager based in McLean, VA with $2.8 billion in regulatory assets, lists Kirstie B. Sturman on its Form ADV as Chief Operating Officer; Director, a control person.
Firms and roles
- West Financial Services, Inc.Chief Operating Officer; DirectorWealth manager · McLean, VA · $2.8B in regulatory assets
AtlasMembers
Kirstie’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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Colleagues named on the same filings
- Brian L. MackinPresident; Director, West Financial Services, Inc.
- Anh N. LamChief Compliance Officer; Director, West Financial Services, Inc.
- Lauretta M. KramerDirector, West Financial Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kirstie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.