Chief Investment Officer & Chief Compliance Officer · EAB Investment Group, LLC
William J. Visconto
CRD 2603790 · Named on Form ADV at one SEC-registered adviser
At a glance
EAB Investment Group, LLC, an SEC-registered asset manager based in Bala Cynwyd, PA with $506 million in regulatory assets, lists William J. Visconto on its Form ADV as Chief Investment Officer & Chief Compliance Officer, a control person.
Firms and roles
- EAB Investment Group, LLCChief Investment Officer & Chief Compliance OfficerAsset manager · Bala Cynwyd, PA · $506M in regulatory assets
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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Edward A. BollNon-Executive Chairman, EAB Investment Group, LLC
- James W RyanPresident, EAB Investment Group, 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.