Avi L Stein
Chief Financial OfficerWashington Crossing Advisors LLCCRD 5835030
About Avi L Stein
Avi L Stein is listed as Chief Financial Officer at Washington Crossing Advisors LLC in Morristown, NJ. Form ADV reports a beneficial ownership band of Under 5%. Avi L Stein is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Washington Crossing Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Avi L Stein work?
Avi L Stein is listed as Chief Financial Officer at Washington Crossing Advisors LLC on SEC Form ADV.
How much of Washington Crossing Advisors LLC does Avi L Stein own?
Form ADV reports a beneficial ownership band of Under 5%.
Washington Crossing Advisors LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Equitycompass Investment Management, LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Stifel Capital Management, LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |