Renee Sue Davies
Chief Compliance OfficerChapel Bridge Wealth Advisors, LLCCRD 2542603
About Renee Sue Davies
Renee Sue Davies is listed as Chief Compliance Officer at Chapel Bridge Wealth Advisors, LLC in San Juan, PR. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Chapel Bridge Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Renee Sue Davies work?
Renee Sue Davies is listed as Chief Compliance Officer at Chapel Bridge Wealth Advisors, LLC on SEC Form ADV.
How much of Chapel Bridge Wealth Advisors, LLC does Renee Sue Davies own?
Form ADV reports a beneficial ownership band of Under 5%.
Chapel Bridge Wealth Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2021 |