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Chief Compliance Officer · ETZ Advisory LLC

Yisroel Bergida

CRD 8134983 · Named on Form ADV at one SEC-registered adviser

At a glance

ETZ Advisory LLC, an SEC-registered wealth manager with $1.1 billion in regulatory assets, lists Yisroel Bergida on its Form ADV as Chief Compliance Officer.

Firms and roles

  • ETZ Advisory LLCChief Compliance OfficerWealth manager · United States · $1.1B in regulatory assets

AtlasMembers

Yisroel’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.

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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Yisroel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.