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River Street Advisors, LLC CRD 153537
$539M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
37 S. River Street, Aurora, IL 60506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-08-15 |
Branch Locations
37 S. River Street, Aurora, IL 60506 • United States
17W754 22Nd Street, Oakbrook Terrace, IL 60181-4402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Charles Country Club | St. Charles | IL | 05/2013 | 11/2021 |
| Old Second National Bank | Aurora | IL | 01/2022 | Present |
| River Street Advisors, Llc | Aurora | IL | 01/2022 | Present |
| River Street Advisors, Llc | Aurora | IL | 05/2022 | Present |
OLD SECOND NATIONAL BANK (BANKING OR THRIFT INSTITUTION) - INVESTMENT-RELATED. 37 SOUTH RIVER STREET, AURORA, IL 60506. INVESTMENT RESEARCH ANALYST FOR WEALTH MANAGEMENT DEPARTMENT (80% OF TIME). RIVER STREET ADVISORS IS A SUBSIDIARY OF OLD SECOND NATIONAL BANK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-15 |
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