Toby Potterton (CRD# 6311808) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Pueblo, CO and has over 2 years of experience in the finance industry.
CRD# 3033740
State Farm Investment Management Corp.
CRD# 2485594
Rbc Capital Markets, LLC
CRD# 4286613
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Private Wealth Management, LLC | Albany, NY | Sep 2023 - Current | < 1 |
| Atlas Private Wealth Management, LLC | Albany, NY | Nov 2015 - Aug 2023 | 7 |
| Atlas Private Wealth Management, LLC | North Adams, MA | Jan 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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- TX
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Total Assets Under Management1,256MILLIONS
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Total Number of Accounts3,633ACCOUNTS
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Average Account Value$345,726
- A percentage of assets under your management
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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, WY
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