STACKWELL CAPITAL ADVISERS, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 316298). Regulatory assets under management: $2.3M.
Compensation: Fixed.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Jonathan David Lee | CHIEF COMPLIANCE OFFICER | — |
| Trevor Lamont Rozier-Byrd | CHIEF EXECUTIVE OFFICER; SHAREHOLDER/CHIEF EXECUTIVE OFFICER | — |
| LEE DAVID | CHIEF COMPLIANCE OFFICER | — |
| Rozier-Byrd Trevor Lamont | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER OF STACKWELL CAPITAL, INC. AND STACKWELL CAPITAL ADVISERS, LLC; SHAREHOLDER (+1 more) | — |