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Chief Compliance Officer & Partner · Financial Partners, LLC

Silas M. Peterson

CRD 7531354 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Partners, LLC, an SEC-registered wealth manager based in Santa FE, NM with $182 million in regulatory assets, lists Silas M. Peterson on its Form ADV as Chief Compliance Officer & Partner, a control person.

Firms and roles

  • Financial Partners, LLCChief Compliance Officer & PartnerWealth manager · Santa FE, NM · $182M in regulatory assets

AtlasMembers

Silas’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

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