Chief Commercial Officer · Liberty Atlantic Advisors
Spencer L. Ingrim
CRD 8114505 · Named on Form ADV at one SEC-registered adviser
At a glance
Liberty Atlantic Advisors, an SEC-registered wealth manager based in Florence, Italy with $186 million in regulatory assets, lists Spencer L. Ingrim on its Form ADV as Chief Commercial Officer, a control person.
Firms and roles
- Liberty Atlantic AdvisorsChief Commercial OfficerWealth manager · Florence, Italy · $186M in regulatory assets
AtlasMembers
Spencer’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
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Scott P. EvansMember, Liberty Atlantic Advisors
- Alexander J. IngrimMember, Liberty Atlantic Advisors
- Xandra L. PendergrassCCO, Liberty Atlantic Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Spencer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.