TATTERSALL ADVISORY GROUP INC
CRD #107923 SEC #801-56667 RICHMOND, VA 804-289-2663
SEC Registered
Total AUM
$33.8B
Discretionary
$33.8B
Employees
51
Clients
0
Accounts
269
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 19, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEHROOZ, PARHAM, MAHJOOB | I | VICE PRESIDENT, MANAGING DIRECTOR | NA | Control |
| BEHROOZ, PARHAM, MAHJOOB | I | VICE PRESIDENT, MANAGING DIRECTOR | NA | Control |
| BEHROOZ, PARHAM, MAHJOOB | I | VICE PRESIDENT, MANAGING DIRECTOR | NA | Control |
| BEHROOZ, PARHAM, MAHJOOB | I | VICE PRESIDENT, MANAGING DIRECTOR | NA | Control |
| BURTON, THOMAS, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURTON, THOMAS, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURTON, THOMAS, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURTON, THOMAS, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURTON, THOMAS, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURTON, THOMAS, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURTON, THOMAS, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURTON, THOMAS, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURTON, THOMAS, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURTON, THOMAS, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURTON, THOMAS, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURTON, THOMAS, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CIO, MULTI-STRATEGY FIXED INCOME | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CIO, MULTI-STRATEGY FIXED INCOME | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | NA | |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CIO, MULTI-STRATEGY FIXED INCOME | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CIO, MULTI-STRATEGY FIXED INCOME | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CIO, MULTI-STRATEGY FIXED INCOME | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| CALHOUN, ROBERT, ALLEN | I | EXECUTIVE MANAGING DIRECTOR, CIO, MULTI-STRATEGY FIXED INCOME | NA | Control |
| CONKEY, CHRISTOPHER, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ENNIS, WILLIAM, M. | I | DIRECTOR | NA | |
| ENNIS, WILLIAM, M. | I | DIRECTOR | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR, CHIEF INVESTMENT OFFICER | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR | NA | Control |
| FERRO, DENNIS, HENRY | I | DIRECTOR | NA | Control |
| GERMANY, JAMES, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GERMANY, JAMES, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GERMANY, JAMES, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GERMANY, JAMES, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GERSHEN, RICHARD, SCOTT | I | DIRECTOR | NA | |
| GERSHEN, RICHARD, SCOTT | I | DIRECTOR | NA | |
| GERSHEN, RICHARD, SCOTT | I | DIRECTOR | NA | |
| GERSHEN, RICHARD, SCOTT | I | DIRECTOR | NA | |
| GERSHEN, RICHARD, SCOTT | I | DIRECTOR | NA | |
| GERSHEN, RICHARD, SCOTT | I | DIRECTOR | NA | |
| GERSHEN, RICHARD, SCOTT | I | DIRECTOR | NA | |
| GERSHEN, RICHARD, SCOTT | I | DIRECTOR | NA | |
| GERSHEN, RICHARD, SCOTT | I | DIRECTOR | NA | |
| GIRTS, KEVIN, DAVID | I | EXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| GIRTS, KEVIN, DAVID | I | EXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| GIRTS, KEVIN, DAVID | I | MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | |
| GIRTS, KEVIN, DAVID | I | EXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| GIRTS, KEVIN, DAVID | I | EXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| GIRTS, KEVIN, DAVID | I | EXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| GIRTS, KEVIN, DAVID | I | MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| GIRTS, KEVIN, DAVID | I | EXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| GIRTS, KEVIN, DAVID | I | EXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| GIRTS, KEVIN, DAVID | I | EXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| GIRTS, KEVIN, DAVID | I | EXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| GIRTS, KEVIN, DAVID | I | EXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| JAMES, CHRISTINE | I | MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| JAMES, CHRISTINE | I | MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| JAMES, CHRISTINE | I | MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| JAMES, CHRISTINE | I | MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| JAMES, CHRISTINE | I | MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| JAMES, CHRISTINE | I | MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| JAMES, CHRISTINE | I | MANAGING DIRECTOR, CHIEF OPERATING OFFICER | NA | Control |
| KOONCE, MICHAEL, HOWARD | I | CHIEF LEGAL OFFICER | NA | |
| KOONCE, MICHAEL, HOWARD | I | CHIEF LEGAL OFFICER | NA | |
| KOONCE, MICHAEL, HOWARD | I | CHIEF LEGAL OFFICER | NA | |
| KOONCE, MICHAEL, HOWARD | I | CHIEF LEGAL OFFICER | NA | |
| KOONCE, MICHAEL, HOWARD | I | CHIEF LEGAL OFFICER | NA | |
| KOONCE, MICHAEL, HOWARD | I | CHIEF LEGAL OFFICER | NA | |
| KOONCE, MICHAEL, HOWARD | I | CHIEF LEGAL OFFICER | NA | |
| KOONCE, MICHAEL, HOWARD | I | CHIEF LEGAL OFFICER | NA | |
| KOONCE, MICHAEL, HOWARD | I | CHIEF LEGAL OFFICER | NA | |
| KOONCE, MICHAEL, HOWARD | I | CHIEF LEGAL OFFICER | NA | |
| MCMULLEN, DONALD, A. | I | DIRECTOR | NA | Control |
| MCMULLEN, DONALD, A. | I | DIRECTOR | NA | Control |
| MCMULLEN, DONALD, ANDREW | I | DIRECTOR | NA | Control |
| MCMULLEN, DONALD, ANDREW | I | DIRECTOR | NA | Control |
| MCMULLEN, DONALD, ANDREW | I | DIRECTOR | NA | Control |
| MUNN, WILLIAM, DOUGLAS | I | DIRECTOR | NA | Control |
| MUNN, WILLIAM, DOUGLAS | I | DIRECTOR | NA | |
| MUNN, WILLIAM, DOUGLAS | I | DIRECTOR | NA | Control |
| MUNN, WILLIAM, DOUGLAS | I | DIRECTOR | NA | Control |
| MUNN, WILLIAM, DOUGLAS | I | DIRECTOR | NA | Control |
| MUNN, WILLIAM, DOUGLAS | I | DIRECTOR | NA | Control |
| MUNN, WILLIAM, DOUGLAS | I | DIRECTOR | NA | Control |
| MUNN, WILLIAM, DOUGLAS | I | DIRECTOR | NA | Control |
| MUNN, WILLIAM, DOUGLAS | I | DIRECTOR | NA | Control |
| PREMO, LISA, BROWN | I | MANAGING DIRECTOR, CIO,LIQUIDITY AND STRUCTURED SOLUTIONS | NA | Control |
| PREMO, LISA, BROWN | I | MANAGING DIRECTOR, CIO,LIQUIDITY AND STRUCTURED SOLUTIONS | NA | Control |
| PREMO, LISA, BROWN | I | MANAGING DIRECTOR, CIO,LIQUIDITY AND STRUCTURED SOLUTIONS | NA | Control |
| TATTERSALL, FRED, THOMAS | I | MANAGING DIRECTOR, CEO | NA | Control |
| TATTERSALL, FRED, THOMAS | I | MANAGING DIRECTOR, CEO | NA | Control |
| TATTERSALL, FRED, THOMAS | I | MANAGING DIRECTOR | NA | Control |
| TRUITT, CRAIG, DAVID | I | MANAGING DIRECTOR | NA | |
| UTANO, JAIME | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTANO, JAIME | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTANO, JAIME | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLFORD, ELEANOR, LEE | I | MANAGING DIRECTOR | NA | |
| WELLFORD, ELEANOR, LEE | I | MANAGING DIRECTOR | NA | Control |
| EIMCO TRUST (MBT) | DE | SHAREHOLDER | E | Control |
| FIRST UNION CORPORATION | DE | SHAREHOLDER, PARENT COMPANY | E | Control |
| FIRST UNION NATIONAL BANK | DE | SHAREHOLDER, OWNER | E | Control |
| FIRST UNION NATIONAL BANK | DE | SHAREHOLDER, OWNER | E | Control |
| WACHOVIA BANK, N.A. | DE | OWNER | E | Control |
| WACHOVIA BANK, N.A. | DE | OWNER | E | Control |
| WACHOVIA BANK, N.A. | DE | OWNER | E | Control |
| WACHOVIA BANK, NATIONAL ASSOCIATION | DE | SHAREHOLDER, OWNER | E | Control |
| WACHOVIA BANK, NATIONAL ASSOCIATION | DE | SHAREHOLDER, OWNER | E | Control |
| WACHOVIA CORPORATION | DE | OWNER | E | Control |
| WACHOVIA CORPORATION | DE | OWNER | E | Control |
| WACHOVIA CORPORATION | DE | OWNER | E | Control |
| WACHOVIA CORPORATION | DE | OWNER | E | Control |
| WACHOVIA CORPORATION | DE | OWNER | E | Control |
| WACHOVIA CORPORATION | DE | OWNER | E | Control |
| WACHOVIA CORPORATION | DE | SHAREHOLDER, PARENT COMPANY | E | Control |
| WACHOVIA CORPORATION | DE | OWNER | E | Control |
| WACHOVIA CORPORATION | DE | OWNER | E | Control |
| WACHOVIA CORPORATION | DE | SHAREHOLDER, PARENT COMPANY | E | Control |
| WACHOVIA CORPORATION | DE | SHAREHOLDER, PARENT COMPANY | E | Control |
| WACHOVIA CORPORATION | DE | SHAREHOLDER, PARENT COMPANY | E | Control |
| WACHOVIA CORPORATION | DE | OWNER | E | Control |
| WELLS FARGO BANK, N.A. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WACHOVIA CORPORATION | DE | WACHOVIA BANK, N.A. | E | Control |
| WACHOVIA CORPORATION | DE | WACHOVIA BANK, N.A. | E | Control |
| WACHOVIA CORPORATION | DE | TATTERSALL ADVISORY GROUP | E | Control |
| WACHOVIA CORPORATION | DE | WACHOVIA BANK, N.A. | E | Control |
| WELLS FARGO & COMPANY | DE | WACHOVIA CORPORATION | E | Control |
| WELLS FARGO & COMPANY | DE | WACHOVIA CORPORATION | E | Control |
| WELLS FARGO & COMPANY | DE | WFC HOLDINGS CORPORATION | E | Control |
| WELLS FARGO & COMPANY | DE | WACHOVIA CORPORATION | E | Control |
| WFC HOLDINGS CORPORATION | DE | WELLS FARGO BANK, N.A. | D | |
| WELLS FARGO & COMPANY | DE | WELLS FARGO BANK, N. A. | C | Control |
Registrations
Federal
IA
Oct 19, 2009 REGISTERED
Notice Filings (16)
CT FL GA IN MA MD NC NE NH NJ NY PA TX VA VT WV
Address
6802 PARAGON PLACESUITE 200
RICHMOND, VA 23230
United States
Phone: 804-289-2663