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Matthew Christian Bauder

Atlanta Consulting Group Advisors, LLC

Atlanta, GA

CRD 3246194

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Employer firm

Atlanta Consulting Group Advisors, LLC CRD 288169

$14.7B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Atlanta Consulting Group Advisors, Llc

5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-01-26
  • GA RA
    APPROVED
    Since 2018-01-26

Branch Locations

5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342 • 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
Raymond James & Associates, Inc. Atlanta GA 02/2013 12/2017
Niagara International Capital Limited San Diego CA 01/2018 06/2018
Atlanta Consulting Group Advisors, Llc Atlanta GA 01/2018 Present
Kingswood Capital Partners, Llc San Diego CA 06/2018 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-08-16
  • S63 Uniform Securities Agent State Law Examination
    1999-08-16
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

More in Atlanta, GA

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