RIA Intelligence

BST WEALTH MANAGEMENT, LLC

CRD #131160 SEC #801-74753 ALBANY, NY 518-459-6700
SEC Registered
Total AUM
$26.1M
Discretionary
$25.3M
Employees
3
Clients
--
Accounts
94

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 2, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOLLAM, RICHARD, OWENIMEMBERB Control
FERRARO, STEPHEN, LOUISIMEMBER & CHIEF COMPLIANCE OFFICERB Control
FERRARO, STEPHEN, LOUISIMEMBER & CHIEF COMPLIANCE OFFICERB Control
FERRARO, STEPHEN, LOUISIMEMBER & CHIEF COMPLIANCE OFFICERB Control
JOHNSON, JOHN, RIMEMBERB Control
JOHNSON, JOHN, RIMEMBERB Control
JOHNSON, JOHN, RIMEMBERB Control
NOBIS, BRIAN, WILLIAMIMEMBERB Control
NOBIS, BRIAN, WILLIAMIMEMBERB Control
NOBIS, BRIAN, WILLIAMIMEMBERB Control
TORANI, JOSEPH, A.IMEMBERB Control
TORANI, JOSEPH, A.IMEMBERB Control
TORANI, JOSEPH, A.IMEMBERB Control
BERDAR, KRISTEN, DIANEIMEMBERA Control
BERDAR, KRISTEN, DIANEIMEMBERA Control
BERDAR, KRISTEN, DIANEIMEMBERA Control
FREITAG, WILLIAM, CIMEMBERA Control
FREITAG, WILLIAM, CIMEMBERA Control
FREITAG, WILLIAM, CIMEMBERA Control
GUZIOR, RONALD, LIMEMBERA Control
GUZIOR, RONALD, LIMEMBERA Control
GUZIOR, RONALD, LIMEMBERA Control
ROUDE, JEFFREY, P.IMEMBERA Control
ROUDE, JEFFREY, P.IMEMBERA Control
ROUDE, JEFFREY, P.IMEMBERA Control
SAPPER, JEFFREY, L.IMEMBERA Control

Registrations

Federal

IA
Apr 2, 2013 REGISTERED

Notice Filings (1)

NY

Address

26 COMPUTER DRIVE WEST
ALBANY, NY 12205
United States
Phone: 518-459-6700