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Chief Techonolgy Officer · Demeter Tactical Investments Corp.

Philip J. Steele

CRD 7983774 · Named on Form ADV at one SEC-registered adviser

At a glance

Demeter Tactical Investments Corp., an SEC-registered wealth manager based in Prospect, KY with $265 million in regulatory assets, lists Philip J. Steele on its Form ADV as Chief Techonolgy Officer.

Firms and roles

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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 the firm
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Control-person status
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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

  • Jeffrey A. SextonChief Executive Officer, Chief Investment Officer & Chief Compliance Officer, Demeter Tactical Investments Corp.
  • Jonathan T BradleyChief Options Strategist, Demeter Tactical Investments Corp.

Something 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.