Matawan, NJ 07747
OUR INDEPENDENCE, YOUR ADVANTAGE
We work for you, not our broker dealer. As an independent firm with LPL Financial, the nation's
largest independent broker, we have the flexibility to offer you access to a wide range of non-
proprietary products and services as we always keep our focus solely on your wealth management and
We also assist clients in managing their affairs among multiple external advisors. Should a need arise where advice in a particular area requires expertise that Atlas Private Wealth Advisors does not provide, such as an attorney or CPA, we will recommend a professional who can assist in this area and work with them to recommend strategies that address a client's needs.
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Bachelor of Science - Accounting
MBA - Finance
Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Atlas Private Wealth Advisors, LLC, a registered investment advisor and separate entity from LPL Financial. For more information on FINRA please visit www.finra.org. For more information on SIPC please visit www.sipc.org.