President · Five Oceans Advisors
Trisa M. Summers
CRD 4839071 · Named on Form ADV at one SEC-registered adviser
At a glance
Five Oceans Advisors, an SEC-registered wealth manager with $456 million in regulatory assets, lists Trisa M. Summers on its Form ADV as President.
Firms and roles
- Five Oceans AdvisorsPresidentWealth manager · United States · $456M in regulatory assets
AtlasMembers
Trisa’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
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Open Atlas freeMember sign in
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Marc CampbellMember, Five Oceans Advisors
- Christopher G. Girbes-PierceMember, Five Oceans Advisors
- Spencer D. RandChief Compliance Officer, Five Oceans Advisors
- David G. NewsonMember, Five Oceans Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Trisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.