RIA Intelligence

U.S. TRUST COMPANY OF FLORIDA SAVINGS BANK

CRD #111608 SEC #801-60275 PALM BEACH, FL 561-659-1550
SEC Registered
Total AUM
$3.8B
Discretionary
$2B
Employees
51
Clients
0
Accounts
1,774

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CALLAWAY, III, TROWBRIDGEICHAIRMAN, CEONA Control
CALLAWAY, III, TROWBRIDGEICHAIRMAN, CEONA Control
CALLAWAY, III, TROWBRIDGEICHAIRMAN, CEONA Control
CALLAWAY, III, TROWBRIDGEICHAIRMAN, CEONA Control
DALY, EILEEN, JOANNICOMPLIANCE OFFICERNA
DALY, EILEEN, JOANNICOMPLIANCE OFFICERNA
DALY, EILEEN, JOANNICOMPLIANCE OFFICERNA
DALY, EILEEN, JOANNICOMPLIANCE OFFICERNA
DAVISON, SHARON, MAURINEIDIRECTOR OF SECURITIES COMPLIANCE FOR U.S. TRUST CORPORATION SUBSIDIARIESNA
FRANKEL, CHARLES, JAMESIMANAGING DIRECTOR/DIRECTORNA Control
FRANKEL, CHARLES, JAMESIMANAGING DIRECTOR/DIRECTORNA Control
FRANKEL, CHARLES, JAMESIMANAGING DIRECTOR/DIRECTORNA Control
FRANKEL, CHARLES, JAMESIMANAGING DIRECTOR/DIRECTORNA Control
HARNISH, CARL, AUGUSTIREGIONAL PRESIDENT/DIRECTORNA Control
HARNISH, CARL, AUGUSTIREGIONAL PRESIDENT/DIRECTORNA Control
HARNISH, CARL, AUGUSTIREGIONAL PRESIDENT/DIRECTORNA Control
HARNISH, CARL, AUGUSTIREGIONAL PRESIDENT/DIRECTORNA Control
HASSENFELT, STEPHEN, CRAIGICHIEF OPERATING OFFICER FOR INVESTMENTS FOR U.S. TRUST CORPORATION SUBSIDIARIESNA Control
LICKLE, GARRISON, DU PONTIREGIONAL PRESIDENTNA Control
LICKLE, GARRISON, DU PONTIREGIONAL PRESIDENTNA Control
LICKLE, GARRISON, DU PONTIREGIONAL PRESIDENTNA Control
LICKLE, GARRISON, DU PONTIREGIONAL PRESIDENTNA Control
MCDERMOTT, RICHARD, GERARDIREGIONAL PRESIDENT/DIRECTORNA Control
MCDERMOTT, RICHARD, GERARDIREGIONAL PRESIDENT/DIRECTORNA Control
MCDERMOTT, RICHARD, GERARDIREGIONAL PRESIDENT/DIRECTORNA Control
MCDERMOTT, RICHARD, GERARDIREGIONAL PRESIDENT/DIRECTORNA Control
MCNAMARA, GERALDINE, MIDIRECTORNA Control
MCNAMARA, GERALDINE, MIDIRECTORNA Control
MCNAMARA, GERALDINE, MIDIRECTORNA Control
MCNAMARA, GERALDINE, MIDIRECTORNA Control
RAHE, MARIBETH, SIDIRECTORNA Control
RAHE, MARIBETH, SIDIRECTORNA Control
RAHE, MARIBETH, SIDIRECTORNA Control
RAHE, MARIBETH, SIDIRECTORNA Control
WILSON, HOWARD, EMERSON NESTORIDIRECTORNA Control
WILSON, HOWARD, EMERSON NESTORIDIRECTORNA Control
WILSON, HOWARD, EMERSON NESTORIDIRECTORNA Control
WILSON, HOWARD, EMERSON NESTORIDIRECTORNA Control
THE CHARLES SCHWAB CORPORATIONDEPARENT COMPANY OF U.S. TRUST CORPORATIONE Control
U.S. TRUST CORPORATIONDE100% OWNERE Control
U.S. TRUST CORPORATIONDE100% OWNERE Control
U.S. TRUST CORPORATIONDE100% OWNERE Control
U.S. TRUST CORPORATIONDE100% OWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
THE CHARLES SCHWAB CORPORATIONDEU.S. TRUST CORPORATIONE Control
THE CHARLES SCHWAB CORPORATIONDEU.S. TRUST CORPORATIONE Control
THE CHARLES SCHWAB CORPORATIONDEU.S. TRUST CORPORATIONE Control

Registrations

Federal

IA
Mar 28, 2002 REGISTERED

Notice Filings (51)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV

Address

132 ROYAL PALM WAY
PALM BEACH, FL 33480-4285
USA
Phone: 561-659-1550