Owner/coo/cco · Pegasus Financial Group LLC
Stephen M. Moss
CRD 1343419 · Named on Form ADV at one SEC-registered adviser
At a glance
Pegasus Financial Group LLC, an SEC-registered wealth manager based in Chantilly, VA with $122 million in regulatory assets, lists Stephen M. Moss on its Form ADV as Owner/coo/cco, a control person.
Firms and roles
- Pegasus Financial Group LLCOwner/coo/ccoWealth manager · Chantilly, VA · $122M 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
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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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Colleagues named on the same filings
- Gail A. FialkowPassive Owner, Pegasus Financial Group 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.