Vice President, Director, Treasurer, Director of Research · Wilkins Investment Counsel, Inc
Shane M. Garman
CRD 5651818 · Named on Form ADV at one SEC-registered adviser
At a glance
Wilkins Investment Counsel, Inc, an SEC-registered wealth manager based in Boston, MA with $1.1 billion in regulatory assets, lists Shane M. Garman on its Form ADV as Vice President, Director, Treasurer, Director of Research, a control person.
Firms and roles
- Wilkins Investment Counsel, IncVice President, Director, Treasurer, Director of ResearchWealth manager · Boston, MA · $1.1B 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Michael F. CharlandPresident, Director, Wilkins Investment Counsel, Inc
- John P. WilkinsChairman, Director, Wilkins Investment Counsel, Inc
- David P. GatelyChief Compliance Officer, Director of Operations, Wilkins Investment Counsel, Inc
- Sarah R. ValerioDirector of Client Services, Wilkins Investment Counsel, Inc
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.