# SARGENT JEFFREY SPENCER

SARGENT JEFFREY SPENCER appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 7 filing roles across Form ADV (7).

## Filings (7)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [HOLISTIC WEALTH ADVISORS](https://search.stillhousedata.com/firm/332918) | CHIEF COMPLIANCE OFFICER | CLIFTON PARK, NY |
| — | Form ADV | [ROBOTTI & COMPANY ADVISORS, LLC](https://search.stillhousedata.com/firm/128093) | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | [MERISTEAD WEALTH, LLC](https://search.stillhousedata.com/firm/282103) | CHIEF COMPLIANCE OFFICER | WESTLAKE, TX |
| — | Form ADV | [CFO CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/110950) | CHIEF COMPLIANCE OFFICER | FAIRFIELD, CT |
| — | Form ADV | [WESTPORT RESOURCES MANAGEMENT INC](https://search.stillhousedata.com/firm/105306) | CHIEF COMPLIANCE OFFICER | WESTPORT, CT |
| — | Form ADV | [BRITE ADVISORS USA, INC.](https://search.stillhousedata.com/firm/155775) | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | [NORTHSTAR WEALTH PARTNERS LLC](https://search.stillhousedata.com/firm/169409) | CHIEF COMPLIANCE OFFICER | WEST HARTFORD, CT |


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Source: public SEC filing 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.