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Managing Member, CCO · Trifecta Capital Advisors, LLC

Susan G Oleari

CRD 6660230 · Named on Form ADV at one SEC-registered adviser

At a glance

Trifecta Capital Advisors, LLC, an SEC-registered wealth manager based in Northbrook, IL with $927 million in regulatory assets, lists Susan G Oleari on its Form ADV as Managing Member, CCO, a control person.

Firms and roles

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

Colleagues named on the same filings

Something 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.