Member · Cromwell Funds
Megan T. Vichich
CRD 2673607 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Cromwell Funds, an SEC-registered asset manager based in Baltimore, MD with $369 million in regulatory assets, lists Megan T. Vichich on its Form ADV as Member. The SEC filings also name Megan at 1 other registered adviser.
Firms and roles
- Cromwell FundsMemberAsset manager · Baltimore, MD · $369M in regulatory assets
- Jemma Financial ServicesSenior Vice PresidentWealth manager · Baltimore, MD · $140M 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 each firm
- 2 firmsLocked
- Control-person status
- Locked
- 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
- Stephen E. BairdChief Operating Officer/member, Cromwell Funds
- Christian M. KanslerMember, Cromwell Funds
- Brian C. NelsonPresident/member, Cromwell Funds
- Darcy N. LimanniChief Compliance Officer, Cromwell Funds
- Katharine W. DudleySenior Vice President, Jemma Financial Services
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.