Best Investors Account Sign in
Inactive

Shinaola Oluseyi Atoro

Mission Wealth Management, LP

Orange, NJ

Santa Barbara, CA

CRD 7533065

Claim This Profile
Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • FAMILY WEALTH MANAGEMENT

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

Current Employers
Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-06-09
  • MI RA
    APPROVED
    Since 2022-06-09

Branch Locations

Orange, NJ • United States

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • 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
Mission Wealth Management, Lp Santa Barbara CA 02/2022 01/2023
Walmart Hoboken NJ 09/2019 02/2022
Ibm New York NY 02/2018 09/2019
Montclair State University Montclair NJ 09/2017 12/2017
University Of Notre Dame Notre Dame IN 08/2013 05/2017
Christ The King Prep Newark NJ 09/2009 05/2017
Sabbatical Newark NJ 05/2017 09/2017
Mission Wealth Management, Lp Santa Barbara CA 07/2023 01/2025
Mission Wealth Management, Lp Santa Barbara CA 01/2025 Present
Mission Wealth Management, Lp Santa Barbara CA 01/2023 07/2023
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-09
  • S65 Uniform Investment Adviser Law Examination
    2022-06-09
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Orange, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor