Erica Morgan Bly
Client Service Manager And Chief Compliance OfficerOld Port Advisors, IncCRD 5198589
About Erica Morgan Bly
Erica Morgan Bly is listed as Client Service Manager And Chief Compliance Officer at Old Port Advisors, Inc in Portland, ME. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Old Port Advisors, Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Erica Morgan Bly work?
Erica Morgan Bly is listed as Client Service Manager And Chief Compliance Officer at Old Port Advisors, Inc on SEC Form ADV.
How much of Old Port Advisors, Inc does Erica Morgan Bly own?
Form ADV reports a beneficial ownership band of Under 5%.
Old Port Advisors, Inc
| Title | Client Service Manager And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |