Chief Compliance Officer · Advisorengine Portfolio Solutions Inc.
Michael J. Durette
CRD 4935253 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Advisorengine Portfolio Solutions Inc., an SEC-registered asset manager based in Raleigh, NC with $331 million in regulatory assets, lists Michael J. Durette on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Michael at 2 other registered advisers.
Firms and roles
- Advisorengine Portfolio Solutions Inc.Chief Compliance OfficerAsset manager · Raleigh, NC · $331M in regulatory assets
- Quantum Portfolio Management, LLCChief Compliance OfficerAsset manager · New York, NY · $340M in regulatory assets
- Index Technologies Group LLCChief Compliance OfficerAsset manager · New York, NY · $178M 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 each firm
- 3 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 (7)
- Richard V CancroPresident and CEO, Advisorengine Portfolio Solutions Inc.
- Craig RamseyChief Financial Officer, Advisorengine Portfolio Solutions Inc.
- Carly J. De DiegoVice President, Advisorengine Portfolio Solutions Inc.
- Beth A. HaddockChief Legal Officer, Advisorengine Portfolio Solutions Inc.
- Joshua J. MonroeChief Investment Officer, Advisorengine Portfolio Solutions Inc.
2 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 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.