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CCO, Chairman of the Board, & Senior Portfolio Manager · YHB Investment Advisors Inc

Mark W. Everette

CRD 4703122 · Named on Form ADV at one SEC-registered adviser

At a glance

YHB Investment Advisors Inc, an SEC-registered wealth manager based in West Hartford, CT with $2.3 billion in regulatory assets, lists Mark W. Everette on its Form ADV as CCO, Chairman of the Board, & Senior Portfolio Manager, a control person.

Firms and roles

  • YHB Investment Advisors IncCCO, Chairman of the Board, & Senior Portfolio ManagerWealth manager · West Hartford, CT · $2.3B 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
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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

  • Paul R. MartelPresident, YHB Investment Advisors Inc
  • Dennis P. HanniganChief Investment Officer & Senior Portfolio Manager, YHB Investment Advisors Inc
  • Linda L. MorelVice President & Senior Portfolio Manager, YHB Investment Advisors Inc
  • Anne A. SpaceCEO & Senior Portfolio Manager, YHB Investment Advisors Inc
  • Thomas M. ManningCOO & Senior Portfolio Manager, YHB Investment Advisors Inc

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.