Neal Bruce Colby
Chief Financial Officer & Chief Compliance OfficerCM Wealth Advisors LLCCRD 6927206
About Neal Bruce Colby
Neal Bruce Colby is listed as Chief Financial Officer & Chief Compliance Officer at CM Wealth Advisors LLC in Beachwood, OH. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of CM Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Neal Bruce Colby work?
Neal Bruce Colby is listed as Chief Financial Officer & Chief Compliance Officer at CM Wealth Advisors LLC on SEC Form ADV.
How much of CM Wealth Advisors LLC does Neal Bruce Colby own?
Form ADV reports a beneficial ownership band of 10-25%.
CM Wealth Advisors LLC
| Title | Chief Financial Officer & Chief Compliance Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2018 |