CCO · Liberty Atlantic Advisors
Xandra L. Pendergrass
CRD 2159414 · Named on Form ADV at one SEC-registered adviser
At a glance
Liberty Atlantic Advisors, an SEC-registered wealth manager based in Florence, Italy with $186 million in regulatory assets, lists Xandra L. Pendergrass on its Form ADV as CCO.
Firms and roles
- Liberty Atlantic AdvisorsCCOWealth manager · Florence, Italy · $186M in regulatory assets
AtlasMembers
Xandra’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
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- When each role began
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- Each firm’s assets and growth
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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 P. EvansMember, Liberty Atlantic Advisors
- Alexander J. IngrimMember, Liberty Atlantic Advisors
- Spencer L. IngrimChief Commercial Officer, Liberty Atlantic Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Xandra’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.