CS
Cupo, Sheri, Iannetta
CRD 4554123
Firms
No current firm registrations on file.
Ownership stakes
-
Sagebroadview Wealth Management, Llc
Partner · Less than 5% · Sep 2024
-
Sagebroadview Wealth Management, Llc
Director · GP / trustee / elected manager · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗