Chief Compliance Officer · Drexel Morgan & Co.
Marieelena V. Ness
CRD 1935194 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Drexel Morgan & Co., an SEC-registered wealth manager based in Radnor, PA with $607 million in regulatory assets, lists Marieelena V. Ness on its Form ADV as Chief Compliance Officer. The SEC filings also name Marieelena at 1 other registered adviser.
Firms and roles
- Drexel Morgan & Co.Chief Compliance OfficerWealth manager · Radnor, PA · $607M in regulatory assets
- Haverford Financial Services, Inc.Chief Compliance OfficerAsset manager · Radnor, PA · $366M in regulatory assets
AtlasMembers
Marieelena’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 each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (12)
- George W. ConnellChairman, CEO and President, Drexel Morgan & Co.
- Lynda M. McFeeleySenior Vice President &treasurer, Drexel Morgan & Co.
- Paul S. RovnerSenior Vice President & Secretary, Drexel Morgan & Co.
- John F. McGillDirector, Drexel Morgan & Co.
- Bruce A. RosenfieldDirector, Drexel Morgan & Co.
7 more people named with Marieelena on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marieelena’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.