EFFICIENT ADVISORS, LLC of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 150144). Regulatory assets under management: $3.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
Showing 25 of 26 people.
| Name | Role | Location |
|---|---|---|
| James Russell Hadaway | CHIEF COMPLIANCE OFFICER | — |
| Ted Fyke Angus | GENERAL COUNSEL | — |
| Gary George Zyla | CHIEF FINANCIAL OFFICER & TREASURER | — |
| Steven Bradford Miller | CHIEF EXECUTIVE OFFICER | — |
| Sabrina Ann Williams | CHIEF OPERATING OFFICER | — |
| Zachary David Shepard | CHIEF REVENUE OFFICER | — |
| Michael Robert Coluzzi | CHIEF FINANCIAL OFFICER | — |
| Scott Bishop David | PRESIDENT | — |
| WILLIAMS DEBORAH ANN | CHIEF OPERATING OFFICER | — |
| WILLIAMS CHARLOTTE A | CHIEF OPERATING OFFICER | — |
| NEWLIN NICOLE P | PRESIDENT | — |
| FEDELE GERRIT ANDREW | CHIEF ADMINISTRATIVE OFFICER; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER (+7 more) | — |
| KLEIN MARK BRUCE | CEO/MEMBER; CEO/MEMBER (ELECTED); MEMBER (+3 more) | — |
| MCNEIL ALMUS LAWAIN | CHIEF EXECUTIVE OFFICER; CHIEF MARKETING OFFICER; MEMBER (+4 more) | — |
| SHAPPELL RICHARD PAUL | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER (ELECTED MANAGER) | — |
| DAVID SCOTT BISHOP | PRESIDENT | — |
| BILLUPS JOSEPH SCOTT | CHIEF FINANCIAL OFFICER | — |
| BLOOD JOHN T | CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| MILLER STEVE BRADFORD | CHIEF EXECUTIVE OFFICER | — |
| OCONNOR KEITH J | CHIEF EXECUTIVE OFFICER | — |
| Knapp Jeremy | CFO | — |
| SHEPARD ZACHARY DAVID | CHIEF REVENUE OFFICER | — |
| HADAWAY JAMES RUSSELL | CHIEF COMPLIANCE OFFICER | — |
| coluzzi michael | CHIEF FINANCIAL OFFICER | — |
| COLUZZI MICHAEL R | CHIEF FINANCIAL OFFICER | — |