Atlantic Retirement & Wealth Advisors LLC

Atlantic Retirement & Wealth Advisors LLC (CRD# 281680) is a financial advisory firm headquartered in Walpole, MA. They manage $41,032,921 in 97 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1600 Boston-providence Hwy, Walpole, MA 02081
https://www.atlanticretire.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $423,020
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NJ, SC, TX

Financial Advisors at Atlantic Retirement & Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Sheppard, financial advisor Johns Island SC
Patrick J. Sheppard
CRD#: 1779929
Johns Island, SC

Patrick Sheppard (CRD# 1779929) is an Investment Advisor Representative working at Atlantic Retirement & Wealth Advisors LLC in Johns Island, SC and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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