Director · Baseline Wealth Management LTD.
Leo Steiner
CRD 6473328 · Named on Form ADV at one SEC-registered adviser
At a glance
Baseline Wealth Management LTD., an SEC-registered wealth manager based in Geneva, Switzerland with $1.1 billion in regulatory assets, lists Leo Steiner on its Form ADV as Director, a control person.
Firms and roles
- Baseline Wealth Management LTD.DirectorWealth manager · Geneva, Switzerland · $1.1B in regulatory assets
AtlasMembers
Leo’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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 (7)
- Fabien D. DuteilChief Operating Officer, Baseline Wealth Management LTD.
- Thierry E. GrinChief Executive Officer and Chairman, Baseline Wealth Management LTD.
- Nathalie A. CaldelariChief Compliance Officer, Baseline Wealth Management LTD.
- Michael P. RowlandDirector, Baseline Wealth Management LTD.
- Thomas SteinmannBoard Member, Baseline Wealth Management LTD.
2 more people named with Leo on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.