Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of you

Treasurer · Macquarie Wealth Advisers, LLC

Sue Sekar

CRD 6790094 · Named on Form ADV at one SEC-registered adviser

At a glance

Macquarie Wealth Advisers, LLC, an SEC-registered asset manager based in New York, NY with $4.8 billion in regulatory assets, lists Sue Sekar on its Form ADV as Treasurer, a control person.

Firms and roles

AtlasMembers

Sue’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
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Alexander H. LeeCo-Head of Wealth Solutions Through April 10, 2025; Head of WS April 10, 2025-June 30, 2025; Manager and President July 1, 2025, Macquarie Wealth Advisers, LLC
  • James R. BurnsManager, Macquarie Wealth Advisers, LLC
  • Michael E. KernanGeneral Counsel and Asst. Secretary, Macquarie Wealth Advisers, LLC
  • William J. FinkChief Compliance Officer, Macquarie Wealth Advisers, LLC
  • Harlan CherniakManager, Macquarie Wealth Advisers, LLC

2 more people named with Sue on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

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