Vice President & Treasurer · Stancorp Investment Advisers, Inc.
Thomas R. Simpson
CRD 6378895 · Named on Form ADV at one SEC-registered adviser
At a glance
Stancorp Investment Advisers, Inc., an SEC-registered asset manager based in Portland, OR with $34.5 billion in regulatory assets, lists Thomas R. Simpson on its Form ADV as Vice President & Treasurer, a control person.
Firms and roles
- Stancorp Investment Advisers, Inc.Vice President & TreasurerAsset manager · Portland, OR · $35B in regulatory assets
AtlasMembers
Thomas’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.
Colleagues named on the same filings
- James P. HuangSecretary, Stancorp Investment Advisers, Inc.
- Maria E. GonzalezPresident, Stancorp Investment Advisers, Inc.
- Charles N. LimChief Compliance Officer, Stancorp Investment Advisers, Inc.
- Gary L. WerkmanVice President, Stancorp Investment Advisers, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.