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Marguerite Amaral Tavares

CcoFinancial Trust Asset Management CharteredCRD 5096065

About Marguerite Amaral Tavares

Marguerite Amaral Tavares is listed as Cco at Financial Trust Asset Management Chartered in Boca Raton, FL. Form ADV reports a beneficial ownership band of Under 5%. Marguerite Amaral Tavares is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Financial Trust Asset Management Chartered
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Marguerite Amaral Tavares work?

Marguerite Amaral Tavares is listed as Cco at Financial Trust Asset Management Chartered on SEC Form ADV.

How much of Financial Trust Asset Management Chartered does Marguerite Amaral Tavares own?

Form ADV reports a beneficial ownership band of Under 5%.

Financial Trust Asset Management Chartered

TitleCco
OwnershipUnder 5%
Control personYes
Since2025
View Financial Trust Asset Management Chartered →

Sovereign Investment Advisors LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2021
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Three Bridge Wealth Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2023
View Three Bridge Wealth Advisors, LLC →