PPrivate Fund Data Log in Join · $37/mo

Robert Stagg Winston

Managing Member And Chief Compliance OfficerVision Financial Management, LLCCRD 3085941

About Robert Stagg Winston

Robert Stagg Winston is listed as Managing Member And Chief Compliance Officer at Vision Financial Management, LLC in Cuyahoga Falls, OH. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Vision Financial Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Robert Stagg Winston work?

Robert Stagg Winston is listed as Managing Member And Chief Compliance Officer at Vision Financial Management, LLC on SEC Form ADV.

How much of Vision Financial Management, LLC does Robert Stagg Winston own?

Form ADV reports a beneficial ownership band of Over 75%.

Vision Financial Management, LLC

TitleManaging Member And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2013
View Vision Financial Management, LLC →