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Atlas Private Wealth Advisors CRD 283744
$860M regulatory AUM 37 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-07-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Marc A. Kane, Cpa | East Brunswick | NJ | 08/1999 | Present |
MARC KANE, CPA; NOT INVESTMENT RELATED; 330 MILLTOWN ROAD, EAST BRUNSWICK, NJ 08816;ACCOUNTING FIRM; TITLE-CPA,OWNER;START DATE- 1999; TIME SPENT-APPROXIMATELY 160 hours/month; TIME SPENT DURING TRADING HOURS- APPROXIMATELY 130 hours/month DUTIES-TAX & ACCOUNTING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-07 |
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