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Member/manager/chief Investment Strategist · Asset Dedication, LLC

Stephen J. Huxley

CRD 4596883 · Named on Form ADV at one SEC-registered adviser

At a glance

Asset Dedication, LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $2.9 billion in regulatory assets, lists Stephen J. Huxley on its Form ADV as Member/manager/chief Investment Strategist, a control person.

Firms and roles

  • Asset Dedication, LLCMember/manager/chief Investment StrategistWealth manager · SAN Francisco, CA · $2.9B in regulatory assets

AtlasMembers

Stephen’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

  • John B. BurnsMember/manager/president/chief Compliance Officer, Asset Dedication, LLC
  • Daniel G. YeomanMember/manager/director of Operations, Asset Dedication, LLC
  • Jeremy D. FletcherMember/manager/director of Investments and Portfolio Risk Management, Asset Dedication, LLC

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