CJ
Coyle, Jeffery, Lee
CRD 1635832
Firms
No current firm registrations on file.
Ownership stakes
-
Monograph Wealth Advisors, Llc
Trustee · 75% or more · Oct 2024
-
Libretto, Llc
Managing Member, Chief Executive Officer · Less than 5% · Aug 2024
-
Libretto, Llc
Trustee · 75% or more · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗