Member · Atlas Legacy Advisors LLC
Samantha Molinar
CRD 7909184 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Atlas Legacy Advisors LLC, an SEC-registered wealth manager based in LOS Angeles, CA with $715 million in regulatory assets, lists Samantha Molinar on its Form ADV as Member. The SEC filings also name Samantha at 1 other registered adviser.
Firms and roles
- Atlas Legacy Advisors LLCMemberWealth manager · LOS Angeles, CA · $715M in regulatory assets
- Seneca Private Wealth, LLCMemberWealth manager · LOS Angeles, CA · $30M in regulatory assets
AtlasMembers
Samantha’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 each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Marc M RosenbachMember/founder/managing Partner, Atlas Legacy Advisors LLC
- Bryan G. MolinarMember/chief Compliance Officer, Atlas Legacy Advisors LLC
- Susan W. MaxeyChief Operating Officer, Atlas Legacy Advisors LLC
- Kyle S. FultonChief Operating Officer, Seneca Private Wealth, LLC
- Matthew C. FultonChief Executive Officer, Seneca Private Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Samantha’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.