Controller · Motley Fool Asset Management
Steven J. Gilliam
CRD 7729233 · Named on Form ADV at one SEC-registered adviser
At a glance
Motley Fool Asset Management, an SEC-registered asset manager based in Alexandria, VA with $2.6 billion in regulatory assets, lists Steven J. Gilliam on its Form ADV as Controller, a control person.
Firms and roles
- Motley Fool Asset ManagementControllerAsset manager · Alexandria, VA · $2.6B in regulatory assets
AtlasMembers
Steven’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kerra D. McDonoughChief Financial Officer, Motley Fool Asset Management
- Kelsey F. MowreyPresident, Motley Fool Asset Management
- Anthony L. ArstaChief Investment Officer, Motley Fool Asset Management
- John P. HuntingtonChief Compliance Officer, Motley Fool Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.