Tad Sacheck (CRD# 5782170) is an Investment Advisor Representative working at Atlantic Wealth Partners, LLC in Jupiter, FL and has over 13 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlantic Wealth Partners, LLC | Jupiter, FL | Nov 2018 - Current | 5 |
| Prudent Insurance, LLC | Jupiter, FL | Nov 2018 - Current | 5 |
| Raymond James Financial Services Advisors Inc. | North Palm Beach, FL | Oct 2017 - Nov 2018 | 1 |
| Raymond James Financial Services, Inc. | North Palm Beach, FL | Aug 2017 - Oct 2017 | < 1 |
| Motiv8 Investments LLC | Stuart, FL | Jan 2017 - Jul 2017 | < 1 |
| Motiv8 Advisors | Stuart, FL | Aug 2015 - Jul 2017 | 1 |
| Broker's International Mountain States | Boise, ID | Jan 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
| S63 | Uniform Securities State Law Examination | Oct 2017 |
- FL
- TX
-
Total Assets Under Management228MILLIONS
-
Total Number of Accounts2,067ACCOUNTS
-
Average Account Value$110,180
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NH, TN, TX
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