Best Investors Account Sign in
Current Employers
American Trust Investment Advisors, Llc

67 Etna Road Suite 360, Lebanon, NH 03766-1358 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-10-20
  • NH RA
    APPROVED
    Since 2023-10-20

Branch Locations

67 Etna Road Suite 360, Lebanon, NH 03766-1358 • 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
American Trust Investment Advisors, Llc Lebanon NH 07/2021 Present
Chewy Inc. Jessup PA 07/2020 06/2021
Wheaton College Norton MA 08/2016 05/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-05
  • S65 Uniform Investment Adviser Law Examination
    2023-08-05

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lebanon, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor