Financial ADVSR advisor directory · SEC adviser records
Atlas financial advisors
Every SEC-registered investment adviser representative at Atlas, by the state and city of the office they work from.
6 registered advisors work at Atlas, in 4 states and 5 cities; the most are in Frisco, TX (2). 1 list the CFP designation and 0 are also registered broker representatives.
Search every Atlas advisor by name →Who joined and left Atlas →Atlas: assets, clients and custodians →
Cities with the most Atlas advisors
Frisco, TX 2El Segundo, CA 1Wellington, FL 1West Palm Beach, FL 1Wynnewood, PA 1
Atlas advisors by state
Questions
How many financial advisors does Atlas have?
6 investment adviser representatives are registered with Atlas, according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 5 cities. 1 list the CFP designation and 0 are also registered as broker representatives.
Where does Atlas have the most advisors?
Frisco, TX, with 2 registered advisors, then El Segundo, CA (1). By state, Florida has the most, with 2.
How do I find a Atlas financial advisor near me?
Pick your state below, then your city, to see every Atlas advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Atlas offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →