Owner · Doyenne Wealth Advisors
Laura N. Stern
CRD 4359984 · Named on Form ADV at one SEC-registered adviser
At a glance
Doyenne Wealth Advisors, an SEC-registered wealth manager based in Chicago, IL with $2.0 billion in regulatory assets, lists Laura N. Stern on its Form ADV as Owner.
Firms and roles
- Doyenne Wealth AdvisorsOwnerWealth manager · Chicago, IL · $2.0B in regulatory assets
AtlasMembers
Laura’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 (6)
- Mary C. AllvineChief Executive Officer, Elected Manager, Doyenne Wealth Advisors
- Katherine T. DonaldsonElected Manager, Doyenne Wealth Advisors
- Kristin L. BalonElected Manager, Doyenne Wealth Advisors
- ANNE R. PettyElected Manager, Doyenne Wealth Advisors
- Kathleen S. WarnerChief Compliance Officer, Elected Manager, Doyenne Wealth Advisors
1 more person named with Laura on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Laura’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.