Atlas Private Wealth Advisors

Atlas Private Wealth Advisors (CRD# 283744) is a financial advisory firm headquartered in Matawan, NJ. They manage $557,680,331 in 2,167 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    558
    MILLION
  • Total Number of Accounts
    2,167
    ACCOUNTS
  • Average Account Value
    $257,351
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NJ, NY, OR, PA, SC, TX, VA, WY

Financial Advisors at Atlas Private Wealth Advisors
Showing 1 - 10 of 12 top financial advisors.
1
Lena L. Cazabat
CRD#: 5611931
14 Cliffwood Avenue, Matawan, NJ 07747

Lena Cazabat (CRD# 5611931) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 13 years of experience in the finance industry.

2
Sandra H. Dalton
CRD#: 2423088
14 Cliffwood Ave, Suite 250, Matawan, NJ 07747

Sandra Dalton (CRD# 2423088) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 26 years of experience in the finance industry.

3
Travis F. Dauchy
CRD#: 4210496
Ponte Vedra Beach, FL

Travis Dauchy (CRD# 4210496) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Ponte Vedra Beach, FL and has over 23 years of experience in the finance industry.

4
Marc A. Kane
CRD#: 4613446
330 Milltown Road, East Brunswick, NJ 08816

Marc Kane (CRD# 4613446) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in East Brunswick, NJ and has over 19 years of experience in the finance industry.

5
Vladislav Krubich
CRD#: 3240656
14 Cliffwood Avenue, Matawan, NJ 07747

Vladislav Krubich (CRD# 3240656) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 23 years of experience in the finance industry.

6
Juan A. Perez Mayo
CRD#: 4553196
14 Cliffwood Avenue, Matawan, NJ 07747

Juan Perez Mayo (CRD# 4553196) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 21 years of experience in the finance industry.

7
Andrew F. Rappolt
CRD#: 5041070
14 Cliffwood Avenue, Matawan, NJ 07747

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.

8
Samudra P. Raychaudhuri
CRD#: 5430134
14 Cliffwood Avenue, Matawan, NJ 07747

Samudra Raychaudhuri (CRD# 5430134) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 15 years of experience in the finance industry.

9
Janice L. Schneider
CRD#: 857845
14 Cliffwood Avenue, Matawan, NJ 07747

Janice Schneider (CRD# 857845) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 33 years of experience in the finance industry.

10
Liam A. Byrne
CRD#: 6986696
14 Cliffwood Avenue, Matawan, NJ 07747

Liam Byrne (CRD# 6986696) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 3 years of experience in the finance industry.

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