Barry Stuart Volpert
Co-Founder & Chief Executive OfficerCrestview Advisors, L.L.C.CRD 1659566
About Barry Stuart Volpert
Barry Stuart Volpert is listed as Co-Founder & Chief Executive Officer at Crestview Advisors, L.L.C. in New York, NY. Form ADV reports a beneficial ownership band of Under 5%. Barry Stuart Volpert is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Crestview Advisors, L.L.C.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Barry Stuart Volpert work?
Barry Stuart Volpert is listed as Co-Founder & Chief Executive Officer at Crestview Advisors, L.L.C. on SEC Form ADV.
How much of Crestview Advisors, L.L.C. does Barry Stuart Volpert own?
Form ADV reports a beneficial ownership band of Under 5%.
Crestview Advisors, L.L.C.
| Title | Co-Founder & Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2004 |
Crestview Advisors, L.L.C.
| Title | Limited Partner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2006 |
Crestview Advisors, L.L.C.
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2004 |
Modern Wealth Management, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2023 |