Samudra Prasad Raychaudhuri

Employer firm

Atlas Private Wealth Advisors CRD 283744

$860M regulatory AUM 37 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Lpl Financial Llc
  Matawan, NJ
• 08/2016 → Present
  Atlas Private Wealth Advisors
  Matawan, NJ

Previous Registrations

• 2016-01-19 → 2016-08-31
  Flagship Harbor Advisors, Llc
  Matawan, NJ
  Boston, MA
• 2008-09-08 → 2016-02-04
  Ameriprise Financial Services, Llc
  Red Bank, NJ
  Red Bank, NJ
  Matawan, NJ

Other Businesses

(1) 07/28/2016: Atlas Private Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - INV REL - 14 Cliffwood Avenue, Matawan, NJ 07747 - Start 09/01/2016 - 200 Hr/Mo; 35 Hours During Securities Trading (2) 08/31/2016: Atlas Private Wealth Advisors, LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) Atlas Private Wealth Advisors, LLC -Investment Related - 14 Cliffwood Avenue, Matawan, NJ 07747 - Start 09/01/2016 - 200 Hr/Mo; 35 Hours During Securities Trading - I provide investment advisory services through Atlas Private Wealth Advisor,LLC, an independent investment advisor firm. I started this business activity on 8/30/16. I expect to spend approximately 35 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (3) 12/19/2017 - Pinnacle Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 01/15/2016 - 10 Hours Per Month/2 During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-18

Other Names

• Samudra P Raychaudhuri