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Staci Ann Compagno

Chief Compliance OfficerPortside Wealth Group, LLCCRD 2824392

About Staci Ann Compagno

Staci Ann Compagno is listed as Chief Compliance Officer at Portside Wealth Group, LLC in Provo, UT. Form ADV reports a beneficial ownership band of Under 5%. Staci Ann Compagno is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Portside Wealth Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Staci Ann Compagno work?

Staci Ann Compagno is listed as Chief Compliance Officer at Portside Wealth Group, LLC on SEC Form ADV.

How much of Portside Wealth Group, LLC does Staci Ann Compagno own?

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

Portside Wealth Group, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
View Portside Wealth Group, LLC →

Portside Wealth Group, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2022
View Portside Wealth Group, LLC →