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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 Value ETF $14,766,000

    Assets

    Assets

    Last updated on May 9, 2019
      • $1.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $504.8K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    1

    name start date
    Thomas Stephen Quealy
    January 2017

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Community Bank N.A. -- --
      Community Investment Services, Inc. Dual Registrant $0

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Thomas Stephen Quealy Ceo January, 2004 less than 5%
        Nicholas Verbanic Vice-President January, 2005 less than 5%
        Lawrence Vernon Whistler President, Cio June, 2006 less than 5%
        Kitty Mazurkiewicz Chief Compliance Officer January, 2019 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees