Member - Preferred · Muller & Monroe Asset Management,llc
Roy J. Zuckerberg
CRD 477269 · Named on Form ADV at one SEC-registered adviser
At a glance
Muller & Monroe Asset Management,llc, an SEC-registered private fund adviser based in Chicago, IL with $1.7 billion in regulatory assets, lists Roy J. Zuckerberg on its Form ADV as Member - Preferred.
Firms and roles
- Muller & Monroe Asset Management,llcMember - PreferredPrivate fund adviser · Chicago, IL · $1.7B in regulatory assets
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
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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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
- Irwin C. LoudChief Investment Officer, Muller & Monroe Asset Management,llc
- Andre RiceChief Executive Officer, Muller & Monroe Asset Management,llc
- Michael T. TokarzMember - Preferred, Muller & Monroe Asset Management,llc
- Anthony I. NanniChief Compliance Officer / Director of Finance, Muller & Monroe Asset Management,llc
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.