Managing Director Business Development, Director · Franklin Street Advisors Inc.
Paul T Bode
CRD 5378258 · Named on Form ADV at one SEC-registered adviser
At a glance
Franklin Street Advisors Inc., an SEC-registered wealth manager based in Chapel Hill, NC with $4.5 billion in regulatory assets, lists Paul T Bode on its Form ADV as Managing Director Business Development, Director, a control person.
Firms and roles
- Franklin Street Advisors Inc.Managing Director Business Development, DirectorWealth manager · Chapel Hill, NC · $4.5B 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 the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (9)
- Carol E. ManzonManaging Director, Trust and Family Office, Franklin Street Advisors Inc.
- William R. NewellPresident, Director, Franklin Street Advisors Inc.
- Jonathan W. ReynoldsDirector, Franklin Street Advisors Inc.
- Wilson L. FiteDirector, Franklin Street Advisors Inc.
- Cynthia R. StroikChief Compliance Officer, Franklin Street Advisors Inc.
4 more people named with Paul on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 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.