Chief Legal Officer · Vest Financial LLC
Sonia E. Bui
CRD 8241632 · Named on Form ADV at one SEC-registered adviser
At a glance
Vest Financial LLC, an SEC-registered asset manager based in McLean, VA with $51.8 billion in regulatory assets, lists Sonia E. Bui on its Form ADV as Chief Legal Officer, a control person.
Firms and roles
- Vest Financial LLCChief Legal OfficerAsset manager · McLean, VA · $52B in regulatory assets
AtlasMembers
Sonia’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
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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
- Karan SoodChief Executive Officer, Vest Financial LLC
- Jeffery Y. ChangPresident, Vest Financial LLC
- Thomas N. JencksChief Financial Officer, Vest Financial LLC
- Jeremy M. SperlazzaChief Operating Officer, Vest Financial LLC
- Stacy R. BriceChief Compliance Officer, Vest Financial LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sonia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.