Principal, Senior Managing Director · Carret Asset Management, LLC
Wayne S. Reisner
CRD 860734 · Named on Form ADV at one SEC-registered adviser
At a glance
Carret Asset Management, LLC, an SEC-registered asset manager based in New York, NY with $3.5 billion in regulatory assets, lists Wayne S. Reisner on its Form ADV as Principal, Senior Managing Director, a control person.
Firms and roles
- Carret Asset Management, LLCPrincipal, Senior Managing DirectorAsset manager · New York, NY · $3.5B in regulatory assets
AtlasMembers
Wayne’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
- Marco A. VegaPresident / CCO, Carret Asset Management, LLC
- Jason R. GraybillPrincipal, Senior Managing Director, Carret Asset Management, LLC
- Neil D. KleinPrincipal, Senior Managing Director, Carret Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wayne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.