Director · Battery Global Advisors, LLC
Philip L. Bullen
CRD 2618050 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Battery Global Advisors, LLC, an SEC-registered wealth manager based in Boston, MA with $8.4 billion in regulatory assets, lists Philip L. Bullen on its Form ADV as Director, a control person. The SEC filings also name Philip at 1 other registered adviser.
Firms and roles
- Battery Global Advisors, LLCDirectorWealth manager · Boston, MA · $8.4B in regulatory assets
- Geode Capital Management, LLCDirectorAsset manager · Boston, MA · $1.74T in regulatory assets
AtlasMembers
Philip’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
- 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 (20)
- John M. O'ConnorCEO, Manager, Director, Battery Global Advisors, LLC
- Daniel L. BurnsCCO (3/2013), CFO (4/2011), Director (1/2023), Battery Global Advisors, LLC
- John W. DinneenCOO (4/2011), Director of Tax & Estate Planning (4/2011), Director (1/2023), Battery Global Advisors, LLC
- Christopher A. HansonDirector, Battery Global Advisors, LLC
- Alexander R. CobbMember, Battery Global Advisors, LLC
15 more people named with Philip on the same filings, with titles and firms. Free in Atlas with a free account.
See all 20 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Philip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.