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Managing Member/cco · Colarion

Samuel D. Haskell

CRD 2632749 · Named on Form ADV at one SEC-registered adviser

At a glance

Colarion, an SEC-registered wealth manager based in Mountain Brook, AL with $188 million in regulatory assets, lists Samuel D. Haskell on its Form ADV as Managing Member/cco, a control person.

Firms and roles

  • ColarionManaging Member/ccoWealth manager · Mountain Brook, AL · $188M in regulatory assets

AtlasMembers

Samuel’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.

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