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President and Owner · Integrated Benefits, Incorporated

Roy E. Stachnik

CRD 1260290 · Named on Form ADV at one SEC-registered adviser

At a glance

Integrated Benefits, Incorporated, an SEC-registered wealth manager with $101 million in regulatory assets, lists Roy E. Stachnik on its Form ADV as President and Owner, a control person.

Firms and roles

AtlasMembers

Roy’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

  • Sarah K. StachnikChief Compliance Officer and Owner, Integrated Benefits, Incorporated

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