Member, Chairman Emeritus · St. Clair Advisors, LLC
Ronald E. Bates
CRD 2713953 · Named on Form ADV at one SEC-registered adviser
At a glance
St. Clair Advisors, LLC, an SEC-registered wealth manager based in Mayfield Heights, OH with $1.1 billion in regulatory assets, lists Ronald E. Bates on its Form ADV as Member, Chairman Emeritus.
Firms and roles
- St. Clair Advisors, LLCMember, Chairman EmeritusWealth manager · Mayfield Heights, OH · $1.1B in regulatory assets
AtlasMembers
Ronald’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
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David W. SommerMember, CEO, CIO and CCO, St. Clair Advisors, LLC
- Craig A. SteinbrinkMember, COO, St. Clair Advisors, LLC
- Fred G BotekMember, St. Clair Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ronald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.