Financial Analyst · American Trust Investment Advisors, LLC
Anik Mutsuddy
CRD 7805196 · Named on Form ADV at one SEC-registered adviser
At a glance
American Trust Investment Advisors, LLC, an SEC-registered asset manager based in Lebanon, NH with $303 million in regulatory assets, lists Anik Mutsuddy on its Form ADV as Financial Analyst, a control person.
Firms and roles
- American Trust Investment Advisors, LLCFinancial AnalystAsset manager · Lebanon, NH · $303M in regulatory assets
AtlasMembers
Anik’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Paul H. CollinsPresident, American Trust Investment Advisors, LLC
- Stephanie N. BrillChief Compliance Officer, American Trust Investment Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anik’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.