Managing Director - Private Client · Trillium Asset Management
Sada M. Geuss
CRD 4426780 · Named on Form ADV at one SEC-registered adviser
At a glance
Trillium Asset Management, an SEC-registered wealth manager based in Boston, MA with $4.3 billion in regulatory assets, lists Sada M. Geuss on its Form ADV as Managing Director - Private Client, a control person.
Firms and roles
- Trillium Asset ManagementManaging Director - Private ClientWealth manager · Boston, MA · $4.3B in regulatory assets
AtlasMembers
Sada’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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Colleagues named on the same filings (6)
- Matthew W. PatskyDirector, Trillium Asset Management
- Cheryl I. SmithDirector, Trillium Asset Management
- Allan J. Lo ProtoDirector, Trillium Asset Management
- Alexander JovanovicCEO, Trillium Asset Management
- Whitney A. ZeleeChief Operations Officer, Trillium Asset Management
1 more person named with Sada on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sada’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.