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Vice President, Co-Owner, Managing Member · Stock Management LLC

Susan M. Williams

CRD 3062867 · Named on Form ADV at one SEC-registered adviser

At a glance

Stock Management LLC, an SEC-registered wealth manager with $142 million in regulatory assets, lists Susan M. Williams on its Form ADV as Vice President, Co-Owner, Managing Member, a control person.

Firms and roles

  • Stock Management LLCVice President, Co-Owner, Managing MemberWealth manager · United States · $142M 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 the firm
Locked
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

  • Benny J. HeebPresident Vice Chief Compliance Officer, Owner, Managing Member, Stock Management LLC

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.