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Vice President and Chief Compliance Officer · Montrose Advisors Inc

Lois McNaughton

CRD 4177100 · Named on Form ADV at one SEC-registered adviser

At a glance

Montrose Advisors Inc, an SEC-registered asset manager based in New York, NY with $671 million in regulatory assets, lists Lois McNaughton on its Form ADV as Vice President and Chief Compliance Officer.

Firms and roles

  • Montrose Advisors IncVice President and Chief Compliance OfficerAsset manager · New York, NY · $671M in regulatory assets

AtlasMembers

Lois’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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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 Lois’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.