Senior Vice President & Secretary · Drexel Morgan & Co.
Paul S. Rovner
CRD 4486011 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Drexel Morgan & Co., an SEC-registered wealth manager based in Radnor, PA with $607 million in regulatory assets, lists Paul S. Rovner on its Form ADV as Senior Vice President & Secretary. The SEC filings also name Paul at 1 other registered adviser.
Firms and roles
- Drexel Morgan & Co.Senior Vice President & SecretaryWealth manager · Radnor, PA · $607M in regulatory assets
- Haverford Financial Services, Inc.Chief Financial Officer, Treasurer, & DirectorAsset manager · Radnor, PA · $366M in regulatory assets
AtlasMembers
Paul’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 each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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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 (12)
- George W. ConnellChairman, CEO and President, Drexel Morgan & Co.
- Marieelena V NessChief Compliance Officer, Drexel Morgan & Co.
- Lynda M. McFeeleySenior Vice President &treasurer, Drexel Morgan & Co.
- John F. McGillDirector, Drexel Morgan & Co.
- Bruce A. RosenfieldDirector, Drexel Morgan & Co.
7 more people named with Paul on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.