Andrew Rappolt (CRD# 5041070) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 18 years of experience in the finance industry.
CRD# 4846117
Hightower Advisors, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Private Wealth Advisors, LLC | Matawan, NJ | Dec 2021 - Current | 2 |
| Lpl Financial, LLC | Santa Rosa, CA | Feb 2020 - Current | 4 |
| Jl Schneider & Associates, Inc. | Santa Rosa, CA | Mar 2020 - Dec 2021 | 1 |
| Wells Fargo Clearing Services, LLC | San Francisco, CA | Nov 2016 - Feb 2020 | 3 |
| Wells Fargo Advisors, LLC | San Francisco, CA | May 2016 - Nov 2016 | < 1 |
| Robert Half International | San Francisco, CA | Feb 2016 - May 2016 | < 1 |
| Protected Investors Of America | San Francisco, CA | Aug 2014 - Feb 2016 | 1 |
| Unemployed | Cotati, CA | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- CA
- NJ
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Total Assets Under Management558MILLIONS
-
Total Number of Accounts2,167ACCOUNTS
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Average Account Value$257,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NJ, NY, OR, PA, SC, TX, VA, WY
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