Anthony Atrasz, financial advisor Grand Blanc MI
78 score

Anthony Atrasz

CRD Number: 4467273
Current Firm: Mainstay Capital Management, LLC
Compensation Model: Fee Only

Anthony Atrasz (CRD# 4467273) is an Investment Advisor Representative working at Mainstay Capital Management, LLC in Grand Blanc, MI and has over 16 years of experience in the finance industry. Anthony Atrasz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mainstay Capital Management Grand Blanc, MI Nov 2009 - Current 8
Independent Contractor Chargrin Falls, OH Dec 2008 - Nov 2009 < 1
Fidelity Brokerage Services Woodmere, OH Aug 2006 - Nov 2008 2
Ferris Baker Watts, Inc. Auburn Hills, MI Oct 2004 - Aug 2006 1
Morgan Stanley Livonia, MI Oct 2001 - Oct 2004 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Apr 2002
S66 NASAA Uniform Combined State Law Examination Jun 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Advisor's Response :

My departure from Fidelity had nothing to do with fraud or security laws.  No customer harm or complaint.   I turned in a copied account application for a customer who was opening two like accounts.  Fidelity didn't like the fact that it was a non-original application.  

 

Contact Info for Anthony G. Atrasz
By the Numbers
  • Total Assets Under Management
    2,287
    MILLIONS
  • Total Number of Accounts
    3,575
    ACCOUNTS
  • Average Account Value
    $639,849
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78
Verified Page
Data verified by both the advisor and the public regulatory data.

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