Unclaimed Profile

Donald Warren Trotter

ATLANTIC ASSET MANAGEMENT, L.L.C.·STAMFORD, Connecticut

Clean record24 years registeredATLANTIC ASSET MANAGEMENT, L.L.C.

2187 ATLANTIC STREET, 8TH FL., STAMFORD, CT 06902CRD# 4362207Firm CRD# 111037

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Warren Trotter · STAMFORD, CT

Registration

CRD #4362207 · ATLANTIC ASSET MANAGEMENT, L.L.C. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ATLANTIC ASSET MANAGEMENT, L.L.C.

HORSE COVE PARTNERS LLC

Apr 2016 – Aug 2020

ATLANTA, GA

ATLANTIC ASSET MANAGEMENT, L.L.C.

Apr 2003 – May 2015

STAMFORD, CT

ATLANTIC ASSET MANAGEMENT, L.L.C.

Jul 2002 – Dec 2002

OVERLAND PARK, KS

Registrations & Exams

Registration record

First registered · July 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLANTIC ASSET MANAGEMENT, L.L.C.

CRD 111037 · SEC 801-52575

AUM

$11.2B

Regulatory assets under management

Employees

45 client accounts

Services offered by ATLANTIC ASSET MANAGEMENT, L.L.C.

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at ATLANTIC ASSET MANAGEMENT, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Donald Warren Trotter offer?

Donald Warren Trotter specializes in Retirement Planning, Wealth Management.

What are Donald Warren Trotter's credentials?

Donald Warren Trotter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Warren Trotter located?

Donald Warren Trotter is based in STAMFORD, Connecticut, last registered with ATLANTIC ASSET MANAGEMENT, L.L.C..

How does Donald Warren Trotter charge for services?

Donald Warren Trotter's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: equity-type interest in related or seeded managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATLANTIC ASSET MANAGEMENT, L.L.C.?

ATLANTIC ASSET MANAGEMENT, L.L.C. has approximately 24 employees and manages $11.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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