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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

TitleChief Compliance Officer
Ownership10-25%
Control personYes
Since2020
View Sound Legacy Wealth Advisors, LLC →

Sound Legacy Wealth Advisors, LLC

TitleOwner/Trustee
Ownership—
Control personYes
Since2020
View Sound Legacy Wealth Advisors, LLC →