Elected Manager · Quantify Funds
Morgan Resta-Flarer
CRD 7714918 · Named on Form ADV at one SEC-registered adviser
At a glance
Quantify Funds, an SEC-registered asset manager with $133 million in regulatory assets, lists Morgan Resta-Flarer on its Form ADV as Elected Manager, a control person.
Firms and roles
- Quantify FundsElected ManagerAsset manager · United States · $133M in regulatory assets
AtlasMembers
Morgan’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
- David M DziekanskiChief Executive Officer, Quantify Funds
- Daniel LeeChief Operating Officer, Quantify Funds
- John T. McDevittChief Compliance Officer, Quantify Funds
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Morgan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.