Chief Compliance Officer and Chief Operating Officer · Coastedge Partners, LLC
Nancy T. Vo Hamada
CRD 5237655 · Named on Form ADV at one SEC-registered adviser
At a glance
Coastedge Partners, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $2.1 billion in regulatory assets, lists Nancy T. Vo Hamada on its Form ADV as Chief Compliance Officer and Chief Operating Officer, a control person.
Firms and roles
- Coastedge Partners, LLCChief Compliance Officer and Chief Operating OfficerWealth manager · SAN Diego, CA · $2.1B in regulatory assets
AtlasMembers
Nancy’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
- 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
- Richard J. EffressManaging Partner, Coastedge Partners, LLC
- Steven S. SimpsonManaging Partner, Coastedge Partners, LLC
- Parker A BushDeputy Chief Investment Officer, Coastedge Partners, LLC
- Alexander F. PonchakChief Financial Officer & Principal, Coastedge Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nancy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.