Chairman, Chief Investment Officer, CCO · Inlet Private Wealth, LLC
Ted E Furniss
CRD 3054649 · Named on Form ADV at one SEC-registered adviser
At a glance
Inlet Private Wealth, LLC, an SEC-registered wealth manager based in Jupiter, FL with $608 million in regulatory assets, lists Ted E Furniss on its Form ADV as Chairman, Chief Investment Officer, CCO, a control person.
Firms and roles
- Inlet Private Wealth, LLCChairman, Chief Investment Officer, CCOWealth manager · Jupiter, FL · $608M in regulatory assets
AtlasMembers
Ted’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ted’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Victoria L. PeaperManaging Member/chief Executive Officer, Inlet Private Wealth, LLC
- Therese B ManzConsultant & Administrative Officer, Inlet Private Wealth, LLC
- Karen L CrementChief Operations Officer, Inlet Private Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ted’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.