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President, Chief Compliance Officer · Siler Wealth Management

Lee A. Siler

CRD 1832058 · Named on Form ADV at one SEC-registered adviser

At a glance

Siler Wealth Management, an SEC-registered wealth manager based in Longwood, FL with $189 million in regulatory assets, lists Lee A. Siler on its Form ADV as President, Chief Compliance Officer, a control person.

Firms and roles

  • Siler Wealth ManagementPresident, Chief Compliance OfficerWealth manager · Longwood, FL · $189M in regulatory assets

AtlasMembers

Lee’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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