Member/chief Compliance Officer · Stewardship Advisors, LLC
Mark A. Brinser
CRD 5452201 · Named on Form ADV at one SEC-registered adviser
At a glance
Stewardship Advisors, LLC, an SEC-registered wealth manager based in Mount JOY, PA with $545 million in regulatory assets, lists Mark A. Brinser on its Form ADV as Member/chief Compliance Officer, a control person.
Firms and roles
- Stewardship Advisors, LLCMember/chief Compliance OfficerWealth manager · Mount JOY, PA · $545M in regulatory assets
AtlasMembers
Mark’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Wilbur L. ShertzerManaging Member/partner, Stewardship Advisors, LLC
- John C. SimkinsMember/partner, Stewardship Advisors, LLC
- Thomas E. TalbottMember/partner, Stewardship Advisors, LLC
- Zachary S. DrescherMember, Stewardship Advisors, LLC
- Logan D. KreadyMember, Stewardship Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.