FIND A REVELIO, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 301189
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for REVELIO, LLC Comes From
Understanding the Statistics for REVELIO, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
Wilton, CT
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
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Advisor's working at REVELIO, LLC
Jesse Lane Woods
IAR
RR
CRD#: 6893324
Location:
Meridian, ID 83642
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
6 years
Chris Mitchell Crosby
IAR
RR
CRD#: 6378024
Location:
Boise, ID 83705
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
10 years
Christian Jeremiah Ohl
IAR
RR
CRD#: 5051373
Location:
Norfolk, NE 68701-2982
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
11 years
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