Chief Compliance Officer · Valuewealth Services, LLC
Stephanie M. Williams
CRD 5425374 · Named on Form ADV at one SEC-registered adviser
At a glance
Valuewealth Services, LLC, an SEC-registered wealth manager based in Annapolis, MD with $319 million in regulatory assets, lists Stephanie M. Williams on its Form ADV as Chief Compliance Officer.
Firms and roles
- Valuewealth Services, LLCChief Compliance OfficerWealth manager · Annapolis, MD · $319M 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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- Each firm’s assets and growth
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Colleagues named on the same filings
- Peter S. WyroughCEO, Founder,, Valuewealth Services, LLC
Something 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.