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Chief Compliance Officer/chief Administrative Officer · Blue Marble Investments

Linda S. Shelby

CRD 1286574 · Named on Form ADV at one SEC-registered adviser

At a glance

Blue Marble Investments, an SEC-registered wealth manager based in Santa Barbara, CA with $205 million in regulatory assets, lists Linda S. Shelby on its Form ADV as Chief Compliance Officer/chief Administrative Officer, a control person.

Firms and roles

  • Blue Marble InvestmentsChief Compliance Officer/chief Administrative OfficerWealth manager · Santa Barbara, CA · $205M in regulatory assets

AtlasMembers

Linda’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

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