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Chief Compliance Officer · Stelvio Private Wealth

Lauren M. Isaacson

CRD 6321738 · Named on Form ADV at one SEC-registered adviser

At a glance

Stelvio Private Wealth, an SEC-registered asset manager based in Greenwich, CT with $0 in regulatory assets, lists Lauren M. Isaacson on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Lauren’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

  • Peter G. CarolanManaging Member, Chief Executive Officer, Stelvio Private Wealth

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