Director · Trust Advisors, Inc.
Shirley L. Wang
CRD 7891461 · Named on Form ADV at one SEC-registered adviser
At a glance
Trust Advisors, Inc., an SEC-registered private fund adviser based in Houston, TX with $7.0 billion in regulatory assets, lists Shirley L. Wang on its Form ADV as Director, a control person.
Firms and roles
- Trust Advisors, Inc.DirectorPrivate fund adviser · Houston, TX · $7.0B in regulatory assets
AtlasMembers
Shirley’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
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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
- Stanley R. SzafranDirector and Vice President, Trust Advisors, Inc.
- Maria E. H. BatemanDirector, President and Treasurer, Trust Advisors, Inc.
- Sara BeavesDirector, Trust Advisors, Inc.
- Zachary T. FletcherDirector and Chief Information Security Officer, Trust Advisors, Inc.
- Kimber L. WatsonChief Compliance Officer, Trust Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shirley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.