John Ogle, financial advisor North Adams MA
93 score

John Ogle

CRD Number: 1802437
Current Firm: Atlas Private Wealth Management, LLC

John Ogle (CRD# 1802437) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in North Adams, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Latham, NY Mar 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham, NY Nov 2013 - Current 3
The Ayco Company, L.p./mercer Allied/goldman Sachs Saratoga, NY Oct 2000 - Nov 2013 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
S63 Uniform Securities State Law Examination Nov 2001
Contact Info for John C. Ogle
Phone Number: 800-432-7447
Firm Website: http://www.atlaspwm.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    968
    MILLIONS
  • Total Number of Accounts
    4,380
    ACCOUNTS
  • Average Account Value
    $221,042
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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