Head of Client Management · Stonehage Fleming
Michael N. Berman
CRD 7441897 · Named on Form ADV at one SEC-registered adviser
At a glance
Stonehage Fleming, an SEC-registered wealth manager based in London, Greater London, United Kingdom with $23.8 billion in regulatory assets, lists Michael N. Berman on its Form ADV as Head of Client Management, a control person.
Firms and roles
- Stonehage FlemingHead of Client ManagementWealth manager · London, Greater London, United Kingdom · $24B in regulatory assets
AtlasMembers
Michael’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 (8)
- Graham D. WainerInvestment Management Chief Executive Officer, Stonehage Fleming
- Katie A. MundellChief Compliance Officer, Stonehage Fleming
- John D. VealeDeputy Head of Investments, Stonehage Fleming
- Eva M. SheppardSenior Relationship Manager, Stonehage Fleming
- Gerrit E. SmitHead of Global Equity Management, Stonehage Fleming
3 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.