BS
Barry Stuart Volpert
CRD 1659566
Firms
| Firm | Role | As of |
|---|---|---|
| Crestview Advisors, L.L.C. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Modern Wealth Management, Llc
Member · 75% or more · Dec 2024
-
Crestview Advisors, L.L.C.
Co Founder & Chief Executive Officer · Less than 5% · Apr 2024
-
Crestview Advisors, L.L.C.
Limited Partner · 75% or more · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗