Tax Manager · Keyes, Stange & Wooten Wealth Management, LLC
Olivia M. Buttrey
CRD 8012730 · Named on Form ADV at one SEC-registered adviser
At a glance
Keyes, Stange & Wooten Wealth Management, LLC, an SEC-registered wealth manager based in Daytona Beach, FL with $400 million in regulatory assets, lists Olivia M. Buttrey on its Form ADV as Tax Manager.
Firms and roles
- Keyes, Stange & Wooten Wealth Management, LLCTax ManagerWealth manager · Daytona Beach, FL · $400M in regulatory assets
AtlasMembers
Olivia’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
- Locked
- 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
- Marcus A. WootenMember, Keyes, Stange & Wooten Wealth Management, LLC
- Danielle M. CinicoloMember, Keyes, Stange & Wooten Wealth Management, LLC
- Tara L. BobelakMember, Keyes, Stange & Wooten Wealth Management, LLC
- II T. G. ReymannCCO, Keyes, Stange & Wooten Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Olivia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.