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Chief Compliance Officer · Moment Advisors, LLC

Ron E. Steinfeld

CRD 5747522 · Named on Form ADV at one SEC-registered adviser

At a glance

Moment Advisors, LLC, an SEC-registered asset manager based in New York, NY with $56 million in regulatory assets, lists Ron E. Steinfeld on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Moment Advisors, LLCChief Compliance OfficerAsset manager · New York, NY · $56M in regulatory assets

AtlasMembers

Ron’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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.