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Thomas Daniel Shpetner

HELIUM ADVISORS LLC·SAN FRANCISCO, California
HELIUM ADVISORS LLC
1160 BATTERY STREET, SAN FRANCISCO, CA 94111CRD# 4487619Firm CRD# 313255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Daniel Shpetner · SAN FRANCISCO, CA
Registration
CRD #4487619 · HELIUM ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Thomas Daniel Shpetner is a registered financial advisor based in SAN FRANCISCO, California, affiliated with HELIUM ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ATOMIC INVEST LLC
ATOMIC INVEST LLC
AUM
$1.5B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at ATOMIC INVEST LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4487619
Firm CRD# 313255
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Daniel Shpetner offer?
Thomas Daniel Shpetner specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Thomas Daniel Shpetner's credentials?
Thomas Daniel Shpetner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Daniel Shpetner located?
Thomas Daniel Shpetner is based in SAN FRANCISCO, California, working with HELIUM ADVISORS LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Thomas Daniel Shpetner charge for services?
Thomas Daniel Shpetner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HELIUM ADVISORS LLC?
HELIUM ADVISORS LLC has approximately 20 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HELIUM ADVISORS LLC

David Nyenzo Dindi
NEW YORK, NY
Catherine Ann Makstenieks
NEW YORK, NY

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Research
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