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CEO, CFO, Managing Member · Revere Wealth Management LLC

William F. Moreno

CRD 2801621 · Named on Form ADV at one SEC-registered adviser

At a glance

Revere Wealth Management LLC, an SEC-registered broker-dealer firm based in New York, NY with $78 million in regulatory assets, lists William F. Moreno on its Form ADV as CEO, CFO, Managing Member, a control person.

Firms and roles

AtlasMembers

William’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Scott H. FullmanPresident / Chief Compliance Officer, Revere Wealth 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 William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.