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Founding Partner, Principal Owner, and Chief Compliance Officer · Virtus Financial Partners

STANLEY P. STEWART

CRD 5652237 · Named on Form ADV at one SEC-registered adviser

At a glance

Virtus Financial Partners, an SEC-registered wealth manager with $153 million in regulatory assets, lists STANLEY P. STEWART on its Form ADV as Founding Partner, Principal Owner, and Chief Compliance Officer, a control person.

Firms and roles

  • Virtus Financial PartnersFounding Partner, Principal Owner, and Chief Compliance OfficerWealth manager · United States · $153M in regulatory assets

AtlasMembers

STANLEY’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.

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