Member/chief Executive Officer · Ecio, Inc.
Robin C. Roquitte
CRD 1685453 · Named on Form ADV at one SEC-registered adviser
At a glance
Ecio, Inc., an SEC-registered asset manager based in Madison, WI with $396 million in regulatory assets, lists Robin C. Roquitte on its Form ADV as Member/chief Executive Officer, a control person.
Firms and roles
- Ecio, Inc.Member/chief Executive OfficerAsset manager · Madison, WI · $396M in regulatory assets
AtlasMembers
Robin’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
- Phillip R. WaaraChief Operating Officer, Ecio, Inc.
- Clark M HuangMember & Chief Technology Officer, Ecio, Inc.
- Timothy D. IveyVice President, Ecio, Inc.
- Courtney L. DeanChief Revenue Officer & Chief Compliance Officer, Ecio, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.