EXETER FINANCIAL, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 143420). Regulatory assets under management: $420.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Boris Michael Gutin | PRESIDENT | Montclair, NJ |
| Stephen Leon Harrison | CHIEF COMPLIANCE OFFICER, PRESIDENT | — |
| Curtis Barton | CEO | — |
| Anton Rosandic | PRESIDENT | — |
| NIEHAUS ROBERT HENRY | MANAGER | — |
| HARRISON STEPHEN LEON | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PRESIDENT; CO-MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| HELMS PETER WESTOVER | CO-MANAGING MEMBER; PRINCIPAL | — |
| SEXWORTH ELIZABETH | CHIEF INVESTMENT OFFICER/MEMBER; PRINCIPAL | — |
| GUTIN BORIS MICHAEL | PRESIDENT | — |
| MARSHALL-INMAN BRAD LEANNE JOINT TENANTS | MEMBER(PASSIVE) | — |
| MATHEWS STEPHEN CHARLES | CFO | — |
| Barton Curtis | CEO | — |
| Rosandic Anton | COO; PRESIDENT | — |
| Lalsa Megvarran | CFO | — |