Owner · Vantage Financial Group, Inc.
Michelle Bearducci
CRD 2312846 · Named on Form ADV at one SEC-registered adviser
At a glance
Vantage Financial Group, Inc., an SEC-registered wealth manager based in Cleveland, OH with $867 million in regulatory assets, lists Michelle Bearducci on its Form ADV as Owner.
Firms and roles
- Vantage Financial Group, Inc.OwnerWealth manager · Cleveland, OH · $867M in regulatory assets
AtlasMembers
Michelle’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
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (8)
- William M. McCormickPresident/chief Executive Officer, Vantage Financial Group, Inc.
- Suzanne AerniOwner, Vantage Financial Group, Inc.
- Michael T. BearducciExecutive Vice President/secretary, Vantage Financial Group, Inc.
- Joseph C. KeanChief Operating Officer, Vantage Financial Group, Inc.
- Michael F. ClearyOwner, Vantage Financial Group, Inc.
3 more people named with Michelle 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 Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.