Managing Director, Secretary · John W. Bristol & Co., Inc.
Stephanie M Ng
CRD 7240660 · Named on Form ADV at one SEC-registered adviser
At a glance
John W. Bristol & Co., Inc., an SEC-registered wealth manager based in New York, NY with $7.1 billion in regulatory assets, lists Stephanie M Ng on its Form ADV as Managing Director, Secretary.
Firms and roles
- John W. Bristol & Co., Inc.Managing Director, SecretaryWealth manager · New York, NY · $7.1B in regulatory assets
AtlasMembers
Stephanie’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
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- When each role began
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Colleagues named on the same filings (9)
- Peter W. FrithManaging Director, John W. Bristol & Co., Inc.
- James A. EnglePresident, John W. Bristol & Co., Inc.
- Hedy Y. MattesonManaging Director, CCO, John W. Bristol & Co., Inc.
- Justin A. ColledgeManaging Director, John W. Bristol & Co., Inc.
- Adam FeitManaging Director, John W. Bristol & Co., Inc.
4 more people named with Stephanie on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephanie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.