Elected Manager, Chief Financial Officer · Private Advisory
S C. Bean
CRD 4206985 · Named on Form ADV at one SEC-registered adviser
At a glance
Private Advisory, an SEC-registered wealth manager based in Redmond, WA with $2.1 billion in regulatory assets, lists S C. Bean on its Form ADV as Elected Manager, Chief Financial Officer, a control person.
Firms and roles
- Private AdvisoryElected Manager, Chief Financial OfficerWealth manager · Redmond, WA · $2.1B in regulatory assets
AtlasMembers
S’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- 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
- Douglas R. BeanElected Manager, Chief Investment Officer, Private Advisory
- Jonathan D. BishoppChief Compliance Officer, Chief Risk Officer, Private Advisory
- Matthew T. ChambersChief Executive Officer, Private Advisory
- Katherine A. LudemanChief Operating Officer, Private Advisory
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For S’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.