Chief Legal Officer · Oppenheimer Asset Management
Svetlana Milina
CRD 3089334 · Named on Form ADV at 5 SEC-registered advisers
At a glance
Oppenheimer Asset Management, an SEC-registered wealth manager based in New York, NY with $21.3 billion in regulatory assets, lists Svetlana Milina on its Form ADV as Chief Legal Officer, a control person. The SEC filings also name Svetlana at 4 other registered advisers.
Firms and roles
- Oppenheimer Asset ManagementChief Legal OfficerWealth manager · New York, NY · $21B in regulatory assets
- Advantage Advisers Multi-Manager, L.L.C.Chief Legal OfficerAsset manager · New York, NY · $4.9B in regulatory assets
- Oppenheimer Investment Management LLCSenior Vice PresidentAsset manager · New York, NY · $929M in regulatory assets
- Advantage Advisers Management, LLCChief Legal OfficerPrivate fund adviser · New York, NY · $469M in regulatory assets
- Oppenheimer Alternative Investment Management, LLCSenior Vice PresidentPrivate fund adviser · New York, NY · $178M 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 each firm
- 5 firmsLocked
- Control-person status
- 5 firmsLocked
- 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 (11)
- Albert Grinsfelder LowenthalExecutive Chairman/director, Oppenheimer Asset Management
- Dennis Patrick McNamaraSecretary/director, Oppenheimer Asset Management
- Bryan E. McKigneyDirector, Oppenheimer Asset Management
- Robert Steven LowenthalCeo/director, Oppenheimer Asset Management
- Mark E. MontuschiChief Operations Officer, Oppenheimer Asset Management
6 more people named with Svetlana on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething 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.