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Chief Compliance Officer · American Investment Services Inc

Sandra Potter-Stevenson

CRD 6847682 · Named on Form ADV at one SEC-registered adviser

At a glance

American Investment Services Inc, an SEC-registered wealth manager based in Great Barrington, MA with $1.1 billion in regulatory assets, lists Sandra Potter-Stevenson on its Form ADV as Chief Compliance Officer.

Firms and roles

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Sandra’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
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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 (7)

2 more people named with Sandra on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

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