Trustee · Stewardwell LLC
Melissa K. Thompson
CRD 6770631 · Named on Form ADV at one SEC-registered adviser
At a glance
Stewardwell LLC, an SEC-registered asset manager based in Franklin, TN with $0 in regulatory assets, lists Melissa K. Thompson on its Form ADV as Trustee, a control person.
Firms and roles
- Stewardwell LLCTrusteeAsset manager · Franklin, TN · $0M in regulatory assets
AtlasMembers
Melissa’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
- 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
- Bryan S ThompsonChief Executive Officer, Stewardwell LLC
- Benjamin M. ShawChief Operating Officer and Chief Compliance Officer, Stewardwell LLC
- Emil J. HuckChief Financial Officer, Stewardwell LLC
- Michelle J. YorkDirector of Operations, Stewardwell LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Melissa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.