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Member · Alliance Private Wealth, LLC

Robert A. Mestjian

CRD 5447978 · Named on Form ADV at one SEC-registered adviser

At a glance

Alliance Private Wealth, LLC, an SEC-registered wealth manager based in North Reading, MA with $466 million in regulatory assets, lists Robert A. Mestjian on its Form ADV as Member.

Firms and roles

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
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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

  • Gregory A. FarlandChief Executive Officer and Chief Compliance Officer, Alliance Private Wealth, LLC

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.