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Mark Donnelly

Atlas Sustainable Wealth, LLC

Baltimore, MD

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Current Employers
Atlas Sustainable Wealth, Llc

Baltimore, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-01-01
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Baltimore, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aepg Wealth Strategies Warren NJ 06/2011 04/2017
Beacon Pointe Wealth Advisors, Llc Newton MA 05/2017 12/2018
Beacon Pointe Advisors, Llc Newton MA 05/2017 12/2018
Atlas Sustainable Wealth, Llc Waltham MA 02/2019 06/2022
Atlas Sustainable Wealth, Llc Baltimore MD 07/2022 Present
Previous Registrations
  • 2017-05-19 → 2018-12-13
    Beacon Pointe Advisors, Llc
    Newton, MA
    Newport Beach, CA
  • 2017-05-15 → 2018-12-13
    Beacon Pointe Wealth Advisors, Llc
    Newton, MA
    Newport Beach, CA
  • 2012-03-12 → 2017-04-12
    Aepg Wealth Strategies
    Warren, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-09
  • S65 Uniform Investment Adviser Law Examination
    2012-03-09
Designations
Other Names
  • Anthony Mark Donnelly

View on SEC IAPD

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