Senior Portfolio Manager, Director · Todd Asset Management LLC
Shaun C. Siers
CRD 6683579 · Named on Form ADV at one SEC-registered adviser
At a glance
Todd Asset Management LLC, an SEC-registered asset manager based in Louisville, KY with $6.2 billion in regulatory assets, lists Shaun C. Siers on its Form ADV as Senior Portfolio Manager, Director, a control person.
Firms and roles
- Todd Asset Management LLCSenior Portfolio Manager, DirectorAsset manager · Louisville, KY · $6.2B in regulatory assets
AtlasMembers
Shaun’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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Colleagues named on the same filings (7)
- James R. JenkinsChief Compliance Officer, CFO, Director, Todd Asset Management LLC
- Curtiss M. ScottPresident, CIO, Director, Todd Asset Management LLC
- Jennifer J. DossSecretary, COO, Todd Asset Management LLC
- John J. WhiteSenior Portfolio Manager, Director of Research, Director, Todd Asset Management LLC
- John C. HoldenSenior Portfolio Manager, Director, Todd Asset Management LLC
2 more people named with Shaun on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shaun’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.