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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:

Current Employers
Atlas Private Wealth Advisors

331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-06-11
TX RA APPROVED_RES 2019-10-21
NJ RA APPROVED 2016-09-09
  • FL RA
    APPROVED
    Since 2021-06-11
  • TX RA
    APPROVED_RES
    Since 2019-10-21
  • NJ RA
    APPROVED
    Since 2016-09-09

Branch Locations

331 Newman Springs Rd. Suite 320, Building 3, 2Nd Floor, Red Bank, NJ 07701 • United States

1111 Lincoln Road, Suite 500, Miami Beach, FL 33139 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Matawan NJ 12/2013 Present
Atlas Private Wealth Advisors Matawan NJ 08/2016 Present
Previous Registrations
Other Businesses

1.12/13/13:Atlas Private Wealth Advisors-DBA for LPL Business (entity for LPL business)-InvestRel-AtReptBusLoc(s) 2.7/31/15:Vladislav Krubich--Real Estate Rental-InvestRel-Miami Beach, FL -Start 3/1/2015-1Hr/Month;0HrsDuringTrading 3.8/31/2016:Atlas Private Wealth Advisors, LLC-- InvestRel-AtReptBusLoc(s)-Registered Investment Advisor Hybrid-Start 09/01/2016-35HrsPerMonthDuringTrading-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 ? 4.4/10/2017: Real Estate Rental -InvestRel- Greenwood Loop; Brick, NJ-Start 05/01/2017-1Hr/Month;0HrsDuringTrading. 5.6/23/2017:177 Primrose Brick NJ-InvestRel-Brick, NJ-Real Estate Rental-Started 06/08/2017-1Hr/Month;0HrsDuringTrading. 6.12/19/2017:100 Primrose Lane-InvestRel-Brick, NJ-Real Estate Rental-Started 11/21/2017-1HrsPerMonthDuringTrading 7.1/2/2018: Real Estate Rental -InvestRel-10th Ave; Neptune, NJ-Started 11/22/2017-1Hr/Month;0HrsDuringTrading. 8.4/10/2018: Non-Variable Insurance-InvestRel--AtReptBusLoc(s)-Started 12/13/2013-8Hrs/Month;1HrDuringTrading 9.4/26/2018:1015 Mattison Ave Asbury Park NJ-Not InvestRel-Asbury Park NJ-Real Estate Rental-Started 05/01/2018-1Hr/Month;0HrsDuringTrading 10.8/16/2018: 208 Greenwood Loop Rd Brick NJ 08724 -InvestRel-Brick NJ-Real Estate Rental-Start Date: 06/11/2018-1Hr/Month;0HrsDuringTrading 11.9/18/2019:650-650 Ocean Holdings LLC--InvestRel--Rumson NJ 07760--Real Estate Rental--start date:12/01/2019--1Hr/Month;0HrsDuringSecuritiesTrading. 12. 6/10/2020:1327 10th ave Neptune-InvestRel-Neptune, NJ-1Hr/Month;0HrsDuringTrading 13.6/10/2020:186 Greenwood Loop-InvestRel-Brick NJ-Real Estate Rental-Started 05/01/2017-1Hr/Month;0HrsDuringTrading. 14.5/27/2021 - Kru Enterprises - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 5/24/2020 - 1 Hrs Per Month/0 Hrs During Trading 15. 9/11/2024-1015 Mattison LLC-Real Estate Rental-Investment Rel-Asbury Park. NJ-Start 6/1/24- 1 Hr per mth/0 hrs during trading 16. 9/11/2024-218 Greenwood Loop Rd Brick NJ-Real Estate Rental-Investment Rel-Brick. NJ-Start 6/1/24- 1 Hr per mth/0 hrs during trading 17. 9/11/2024-177 Primrose LLC-Real Estate Rental-Investment Rel-Brick. NJ-Start 6/1/24- 1 Hr per mth/0 hrs during trading 18.9/11/2024-123 Primrose Lane LLC-Real Estate Rental-Investment Rel-Brick. NJ-Start 6/1/24- 1 Hr per mth/0 hrs during trading 19. 9/11/2024-208 Greenwood Loop LLC-Real Estate Rental-Investment Rel-Brick. NJ-Start 6/1/24- 1 Hr per mth/0 hrs during trading 20.9/11/2024-100 Primrose Lane LLC-Real Estate Rental-Investment Rel-Rumson. NJ-Start 6/1/24- 1 Hr per mth/0 hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-27
  • S66 Uniform Combined State Law Examination
    2000-07-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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