CCO / Member of the Executive Committee · SSA Wealth Advisors
Marta N. Lopez De La Oliva Cases
CRD 7610232 · Named on Form ADV at one SEC-registered adviser
At a glance
SSA Wealth Advisors, an SEC-registered asset manager based in Zurich, Switzerland with $817 million in regulatory assets, lists Marta N. Lopez De La Oliva Cases on its Form ADV as CCO / Member of the Executive Committee, a control person.
Firms and roles
- SSA Wealth AdvisorsCCO / Member of the Executive CommitteeAsset manager · Zurich, Switzerland · $817M in regulatory assets
AtlasMembers
Marta’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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Colleagues named on the same filings (6)
- Ivo N. KaufmannCIO, SSA Wealth Advisors
- Jaime N. Malda SalinasCEO / Member of the Executive Committee, SSA Wealth Advisors
- Bernard N. TracewskiDirector, Chairman of Board of Directors, SSA Wealth Advisors
- Nathalie N. ChaixDirector, SSA Wealth Advisors
- Antonio N. Costa OrtunoDirector, SSA Wealth Advisors
1 more person named with Marta on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marta’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.