Managing Director, President · Regis Metro Associates, Inc.
Michael F. Potter
CRD 6046039 · Named on Form ADV at one SEC-registered adviser
At a glance
Regis Metro Associates, Inc., an SEC-registered wealth manager based in SAN Francisco, CA with $618 million in regulatory assets, lists Michael F. Potter on its Form ADV as Managing Director, President, a control person.
Firms and roles
- Regis Metro Associates, Inc.Managing Director, PresidentWealth manager · SAN Francisco, CA · $618M 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Rachel A. DoygunChief Compliance Officer, Regis Metro Associates, Inc.
- Patrick GlennonChief Financial Officer, Regis Metro Associates, Inc.
Something 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.