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Samuel Carter Harris

Principal/Chief Compliance Officer/Managing MemberPatina Wealth LLCCRD 4005743

About Samuel Carter Harris

Samuel Carter Harris is listed as Principal/Chief Compliance Officer/Managing Member at Patina Wealth LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Patina Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Samuel Carter Harris work?

Samuel Carter Harris is listed as Principal/Chief Compliance Officer/Managing Member at Patina Wealth LLC on SEC Form ADV.

How much of Patina Wealth LLC does Samuel Carter Harris own?

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

Patina Wealth LLC

TitlePrincipal/Chief Compliance Officer/Managing Member
OwnershipOver 75%
Control personYes
Since2016
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