ML WEALTH LLC

ML WEALTH LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 289521). Regulatory assets under management: $12.4M.

Registration

Business model

Compensation: Other.

Clients served: High net worth, Corporations.

Officers, owners & control persons (13)

NameRoleLocation
Joseph Patrick DivverMANAGING DIRECTOR
Samuel Mark EversonCHIEF COMPLIANCE OFFICER
Jon Campbell StevensonHEAD OF WEALTH MANAGEMENT & CCO
Joseph DivverMANAGING DIRECTOR
Gary FishlerFINOP
GUPTA ACHAL KUMARGENERAL MANAGER
Greenberg DouglasCHIEF COMPLIANCE OFFICER; LEGAL ADVISOR
CHOUBEY DIWAKAR MCHIEF EXECUTIVE OFFICER
Schechter David MichaelCHIEF COMPLIANCE OFFICER; GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
STEVENSON JON CAMPBELLEXECUTIVE DIRECTOR; HEAD OF WEALTH MANAGEMENT; HEAD OF WEALTH MANAGEMENT & CCO
Doniger MichaelGENERAL MANAGER AND CHIEF COMPLIANCE OFFICER; HEAD OF WEALTH MANAGEMENT & INVESTING; VP - WEALTH AND CHIEF COMPLIANCE OFFICER (+1 more)
TARRIO DAVID MANUELCHIEF COMPLIANCE OFFICER
Knepper Lindsey AnneCHIEF COMPLIANCE OFFICER

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