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Chief Compliance Officer/vice President · Berkeley, Inc

Megan N. Parrish

CRD 7861796 · Named on Form ADV at one SEC-registered adviser

At a glance

Berkeley, Inc, an SEC-registered wealth manager based in Boise, ID with $574 million in regulatory assets, lists Megan N. Parrish on its Form ADV as Chief Compliance Officer/vice President, a control person.

Firms and roles

  • Berkeley, IncChief Compliance Officer/vice PresidentWealth manager · Boise, ID · $574M in regulatory assets

AtlasMembers

Megan’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.