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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.

TitleCo-Founder & Chief Executive Officer
OwnershipUnder 5%
Control personYes
Since2004
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Crestview Advisors, L.L.C.

TitleLimited Partner
OwnershipOver 75%
Control personYes
Since2006
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Crestview Advisors, L.L.C.

TitleMember
OwnershipOver 75%
Control personYes
Since2004
View Crestview Advisors, L.L.C. →

Modern Wealth Management, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2023
View Modern Wealth Management, LLC →