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Chief Compliance Officer · Rebalance LLC

Svetlana A Kot

CRD 7854780 · Named on Form ADV at one SEC-registered adviser

At a glance

Rebalance LLC, an SEC-registered wealth manager based in Palo Alto, CA with $1.9 billion in regulatory assets, lists Svetlana A Kot on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Rebalance LLCChief Compliance OfficerWealth manager · Palo Alto, CA · $1.9B in regulatory assets

AtlasMembers

Svetlana’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
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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 Svetlana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.