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Shelton, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2012-07-16 |
Branch Locations
Weston, CT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Netherby Advisors Llc | Weston | CT | 07/2012 | Present |
ELECTED TO THE BOARD OF MANAGERS OF FAIRMOUNT CEMETERY ASSOCIATION OF NEWARK AND SOMERSET HILLS, 620 CENTRAL AVENUE, NEWARK, NJ 07107, ON JUNE 7, 2018. CURRENTLY VICE-CHAIR OF THE BOARD OF MANAGERS, CO-CHAIR OF THE INVESTMENT AND FINANCIAL MANAGEMENT COMMITTEE, AND MEMBER OF THE INSURANCE AND RISK MANAGEMENT COMMITTEE. THE BUSINESS PROVIDES INTERMENT AND ENTOMBMENT OF HUMAN REMAINS, CREMATORY SERVICES, AND MAINTENANCE/PRESERVATION OF MAUSOLEUM AND CEMETERY GROUNDS FOR ITS TWO LOCATIONS IN NEW JERSEY. IT IS NOT AN INVESTMENT-RELATED BUSINESS. APPROXIMATELY 5 HOURS PER MONTH ARE DEVOTED TO THIS BUSINESS AND TWO HOURS DURING SECURITIES TRADING HOURS. DUTIES INCLUDE ATTENDING BOARD MEETINGS, REVIEWING MANAGEMENT REPORTS REGARDING THE BUSINESS AND INVESTMENTS, TOGETHER WITH THE OTHER BOARD MEMBERS SETTING POLICIES, MONITORING AND MAKING RECOMMENDATIONS TO MANAGEMENT, AND HIRING/MONITORING THE OUTSIDE ADVISOR MANAGING THE CEMETERY'S INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-10 |
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