Othneil Stockwell Waud
Investment adviser representative at Ptma Investment Advisors
15 yearsExperience
5 statesRegistered in
CFADesignation
$104.2BFirm assets
Are you Othneil Stockwell Waud? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Ptma Investment AdvisorsMar 2016 to now
- Public Trust Advisors, LLCDec 2011 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 5 states (CO, FL, LA, MI, TX).
Ptma Investment Advisors
Legal name: Public Trust Advisors, LLC
$104.2BAssets managed
82Clients
12Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2651342
- Firm CRD
- 159189