Joel Stuart Petersen
Chief Compliance OfficerSound Legacy Wealth Advisors, LLCCRD 5036886
About Joel Stuart Petersen
Joel Stuart Petersen is listed as Chief Compliance Officer at Sound Legacy Wealth Advisors, LLC. Form ADV reports a beneficial ownership band of 10-25%. Joel Stuart Petersen is associated with 2 registered advisers.
Reported ownership
Owns 10-25% of Sound Legacy Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joel Stuart Petersen work?
Joel Stuart Petersen is listed as Chief Compliance Officer at Sound Legacy Wealth Advisors, LLC on SEC Form ADV.
How much of Sound Legacy Wealth Advisors, LLC does Joel Stuart Petersen own?
Form ADV reports a beneficial ownership band of 10-25%.
Sound Legacy Wealth Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2020 |
Sound Legacy Wealth Advisors, LLC
| Title | Owner/Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2020 |