# U.S. TRUST COMPANY OF FLORIDA SAVINGS BANK

U.S. TRUST COMPANY OF FLORIDA SAVINGS BANK of PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 111608
- Type: SEC-registered investment adviser
- SEC file number: 801-60275
- Location: 132 ROYAL PALM WAY, PALM BEACH, FL, 33480-4285
- Phone: 561-659-1550
- Latest filing: 2003-06-30
- Regulatory AUM: $3.2B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $1.5B
- Clients: 51
- Accounts: 1,620

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| [HASSENFELT STEPHEN CRAIG](https://search.stillhousedata.com/person/731263) | CHIEF OPERATING OFFICER FOR INVESTMENTS FOR U.S. TRUST CORPORATION SUBSIDIARIES; EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER FOR U.S. TRUST CORPORATION INVESTMENTS | — |
| [FRANKEL CHARLES JAMES](https://search.stillhousedata.com/person/731805) | MANAGING DIRECTOR/DIRECTOR | — |
| [DAVISON SHARON MAURINE](https://search.stillhousedata.com/person/761815) | DIRECTOR OF SECURITIES COMPLIANCE FOR U.S. TRUST CORPORATION SUBSIDIARIES | — |
| [WALLING CRAIG LEE](https://search.stillhousedata.com/person/761816) | CHAIRMAN, PRESIDENT, CEO & DIRECTOR - U.S. TRUST COMPANY; CHAIRMAN, PRESIDENT, CEO & DIRECTOR - U.S. TRUST COMPANY, N.A. | — |
| [LICKLE GARRISON DU PONT](https://search.stillhousedata.com/person/776099) | CHAIRMAN; CHAIRMAN & CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER (+2 more) | — |
| [JOHANNSEN JAMES PRICE](https://search.stillhousedata.com/person/776922) | DIRECTOR; REGIONAL PRESIDENT; REGIONAL PRESIDENT & DIRECTOR | — |
| [RAHE MARIBETH S](https://search.stillhousedata.com/person/780369) | DIRECTOR | — |
| [MCDERMOTT RICHARD GERARD](https://search.stillhousedata.com/person/785729) | REGIONAL PRESIDENT/DIRECTOR | — |
| [WILSON HOWARD EMERSON NESTOR](https://search.stillhousedata.com/person/788093) | DIRECTOR | — |
| [HARNISH CARL AUGUST](https://search.stillhousedata.com/person/802319) | REGIONAL PRESIDENT/DIRECTOR | — |
| [CALLAWAY III TROWBRIDGE](https://search.stillhousedata.com/person/802320) | CHAIRMAN, CEO | — |
| [MCNAMARA GERALDINE M](https://search.stillhousedata.com/person/802321) | DIRECTOR | — |
| [DALY EILEEN JOANN](https://search.stillhousedata.com/person/802322) | COMPLIANCE OFFICER | — |
| [MCNAMARA GERALDINE MCQUADE](https://search.stillhousedata.com/person/805108) | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111608/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111608/similar
- Related entities: https://search.stillhousedata.com/firm/111608/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111608

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.