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Sandra H Dalton

Atlas Private Wealth Advisors

14 Cliffwood Avenue Suite 250
Suite 250

Matawan, NJ 07747
(732) 2424001

About Atlas Private Wealth Advisors

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 financial goals.

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.

General Information

CRD#

2423088

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

NJ, FL, NY, CT, TX, MA, VA, SC, NC, DE

Years of Experience in Financial Services

21

Number of Years with Current Firm

2

Qualifications & Membership

Certifications, Accreditations & Designations

MBA, Certified Divorce Financial Analyst(CDFA), Chartered Financial Consultant (ChFC®)

Securities Licenses

Series 63, Series 7, Series 24

Insurance and Annuity Licenses

Long Term Care, Variable Annuity, Life, Variable Life, Disability, Annuity

Education

Bachelor of Science - Accounting

Clemson University
August 1986 - May 1991

MBA - Finance

Monmouth University
January 1992 - December 1995

Disclaimer

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.