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Chief Compliance Officer · Ironwood Investment Management, LLC

Shantelle Reidy

CRD 5757860 · Named on Form ADV at one SEC-registered adviser

At a glance

Ironwood Investment Management, LLC, an SEC-registered wealth manager based in Boston, MA with $278 million in regulatory assets, lists Shantelle Reidy on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Shantelle’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.

Colleagues named on the same filings

  • Donald CollinsManaging Director; Majority Member; Voting and Non-Voting Units, Ironwood Investment Management, LLC

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