Chief Compliance Officer · Rockbridge Asset Management, LLC
Quinten A. Petro
CRD 7305617 · Named on Form ADV at one SEC-registered adviser
At a glance
Rockbridge Asset Management, LLC, an SEC-registered wealth manager based in Alexandria, VA with $218 million in regulatory assets, lists Quinten A. Petro on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Rockbridge Asset Management, LLCChief Compliance OfficerWealth manager · Alexandria, VA · $218M in regulatory assets
AtlasMembers
Quinten’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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Colleagues named on the same filings
- Peter C. KeefeManaging Member, Rockbridge Asset Management, LLC
- Dennis P. KellyChief Financial Officer, Chief Operating Officer, Rockbridge Asset 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 Quinten’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.