RIA Intelligence

CONSTELLATION WEALTH ADVISORS, LLC

CRD #289860 SEC #801-111760 CINCINNATI, OH 513-871-5500
SEC Registered
Total AUM
--
Discretionary
--
Employees
0
Clients
0
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 24, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
VEITH, TERRENCE, MichaelIMANAGING MEMBERNA Control
VEITH, TERRENCE, MichaelIMANAGING MEMBERNA Control
LAFLEY, PATRICK, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
LAFLEY, PATRICK, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
LAFLEY, PATRICK, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
LAFLEY, PATRICK, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
LAFLEY, PATRICK, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
LAFLEY, PATRICK, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
LAFLEY, PATRICK, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
LAFLEY, PATRICK, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
LAFLEY, PATRICK, ALANIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
ROGERS, JAMES, PATRICKIMANAGING MEMBERC Control
ROGERS, JAMES, PATRICKIMANAGING MEMBERC Control
ROGERS, JAMES, PATRICKIMANAGING MEMBERC Control
ROGERS, JAMES, PATRICKIMANAGING MEMBERC Control
ROGERS, JAMES, PATRICKIMANAGING MEMBERC Control
ROGERS, JAMES, PATRICKIMANAGING MEMBERC Control
ROGERS, JAMES, PATRICKIMANAGING MEMBERC Control
ROGERS, JAMES, PATRICKIMANAGING MEMBERC Control
ROGERS, JAMES, PATRICKIMANAGING MEMBERC Control
WILLIAMS, JOHN, MARSHALLIMANAGING MEMBERC Control
WILLIAMS, JOHN, MARSHALLIMANAGING MEMBERC Control
WILLIAMS, JOHN, MARSHALLIMANAGING MEMBERC Control
WILLIAMS, JOHN, MARSHALLIMANAGING MEMBERC Control
WILLIAMS, JOHN, MARSHALLIMANAGING MEMBERC Control
WILLIAMS, JOHN, MARSHALLIMANAGING MEMBERC Control
WILLIAMS, JOHN, MARSHALLIMANAGING MEMBERC Control
WILLIAMS, JOHN, MARSHALLIMANAGING MEMBERC Control
WILLIAMS, JOHN, MARSHALLIMANAGING MEMBERC Control

Registrations

Federal

IA
Mar 24, 2020 REGISTERED

Notice Filings (2)

KY OH

Address

255 EAST FIFTH STREET
SUITE 3000
CINCINNATI, OH 45202
United States
Phone: 513-871-5500