Treasurer · BPS Wealth Advisors, Inc.
Robert L Smallwood
CRD 4838140 · Named on Form ADV at one SEC-registered adviser
At a glance
BPS Wealth Advisors, Inc., an SEC-registered asset manager based in Canfield, OH with $1.1 billion in regulatory assets, lists Robert L Smallwood on its Form ADV as Treasurer, a control person.
Firms and roles
- BPS Wealth Advisors, Inc.TreasurerAsset manager · Canfield, OH · $1.1B in regulatory assets
AtlasMembers
Robert’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James RafothPresident, BPS Wealth Advisors, Inc.
- Bradley A. WalkerChief Compliance Officer, BPS Wealth Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.