← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（11/20/2024）
VESTIA ADVISORS, LLC · 所有者与执行高管（CRD 290565）
机构事实页：VESTIA ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/290565
Schedule A · 直接所有者（6 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| VESTIA HOLDINGS, LLC | 境内实体 | HOLDING COMPANY | 是 | E |
| Martin, Thomas, Scott | 个人 | DIRECTOR | 是 | NA |
| Quick, Bradlee, Marvin | 个人 | PRESIDENT AND CHIEF OPERATING OFFICER | 是 | NA |
| OSCHMAN, LAUREN, LAW | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| TRENT, MICHAEL, WILLIAM | 个人 | CHIEF TECHNOLOGY OFFICER | 是 | NA |
| SIZEMORE, STACY, LEIGH | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管（17 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| TRENT, MICHAEL, WILLIAM | MANAGING MEMBER | 是 |
| OSCHMAN, LAUREN, LAW | MANAGING MEMBER | 是 |
| HEASLEY, CAMERON, DONALD | MANAGING MEMBER | 是 |
| CDH FINANCIAL, LLC | MINORITY MEMBER | — |
| SAHWA ADVISORY SERVICES, LLC | MINORITY MEMBER | — |
| MD ADVISORY SERVICES, LLC | MINORITY MEMBER | — |
| LEE, SANG, KILL | MINORITY MEMBER | — |
| ABNORMAL CONSULTING, LLC | MINORITY MEMBER | — |
| MARTIN, THOMAS, SCOTT | MANAGING MEMBER | 是 |
| KABRANA, LLC | MINORITY MEMBER | — |
| Quick, Bradlee, Marvin | MANAGING MEMBER | 是 |
| FRIEDOW, FORREST, MICHAEL | MANAGING MEMBER | 是 |
| 6174 HOLDINGS, INC | MINORITY MEMBER | — |
| COLLABORATIVE CONSULTING, LLC. | MINORITY MEMBER | — |
| HELMUTH, KAMERON, J | MANAGING MEMBER | 是 |
| PERIDOT REVER HOLDINGS, LLC | MINORITY MEMBER | — |
| DENSON, JACQUELYN, DIANE | MANAGING MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
