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CEO and Chief Compliance Officer · Box Hill Private Wealth

Shane R. Farina

CRD 5443573 · Named on Form ADV at one SEC-registered adviser

At a glance

Box Hill Private Wealth, an SEC-registered wealth manager with $137 million in regulatory assets, lists Shane R. Farina on its Form ADV as CEO and Chief Compliance Officer, a control person.

Firms and roles

  • Box Hill Private WealthCEO and Chief Compliance OfficerWealth manager · United States · $137M in regulatory assets

AtlasMembers

Shane’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 Shane’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.