Shareholder · Strategic Swiss Advisors AG
Max N. Cotting
CRD 5980722 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Strategic Swiss Advisors AG, an SEC-registered wealth manager based in Wollerau, Switzerland with $220 million in regulatory assets, lists Max N. Cotting on its Form ADV as Shareholder, a control person. The SEC filings also name Max at 1 other registered adviser.
Firms and roles
- Strategic Swiss Advisors AGShareholderWealth manager · Wollerau, Switzerland · $220M in regulatory assets
- Swiss UsadvisorsCEOWealth manager · Zurich, Switzerland · $250M in regulatory assets
AtlasMembers
Max’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
- 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 (6)
- Markus R. AngstMember of the Board of Directors, Strategic Swiss Advisors AG
- Cristina N. Marin ForrerShareholder, Chairwoman of the Board of Directors, CEO, Strategic Swiss Advisors AG
- Haakon A. HalandCIO, Strategic Swiss Advisors AG
- Rainer M. NiggCCO, Strategic Swiss Advisors AG
- Christian S. JansenMember of the Board of Directors, Strategic Swiss Advisors AG
1 more person named with Max 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 Max’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.