Chief Compliance Officer · Hardy Reed, LLC
Susan M. Brodnick
CRD 2799374 · Named on Form ADV at 6 SEC-registered advisers
At a glance
Hardy Reed, LLC, an SEC-registered wealth manager based in Tupelo, MS with $2.9 billion in regulatory assets, lists Susan M. Brodnick on its Form ADV as Chief Compliance Officer. The SEC filings also name Susan at 5 other registered advisers.
Firms and roles
- Hardy Reed, LLCChief Compliance OfficerWealth manager · Tupelo, MS · $2.9B in regulatory assets
- Barnes Pettey Financial Advisors, LLCChief Compliance OfficerWealth manager · Clarksdale, MS · $1.3B in regulatory assets
- Moment Partners, LLCChief Compliance OfficerWealth manager · San Francisco, CA · $1.2B in regulatory assets
- Canby Financial AdvisorsChief Compliance OfficerWealth manager · Framingham, MA · $729M in regulatory assets
- McKinney Capital ManagementChief Compliance OfficerWealth manager · Houston, TX · $246M in regulatory assets
- Meridian Wealth GroupChief Compliance OfficerAsset manager · Dade City, FL · $0M in regulatory assets
AtlasMembers
Susan’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 each firm
- 6 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (12)
- George S. ReedChief Executive Officer, Hardy Reed, LLC
- John C. HardyPresident, Hardy Reed, LLC
- Holmes S. PetteyManaging Member, Barnes Pettey Financial Advisors, LLC
- Gerald A. SmithManaging Member, Barnes Pettey Financial Advisors, LLC
- Jason W. CohenMember, Managing Partner, Moment Partners, LLC
7 more people named with Susan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.