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Christopher Jon Tobey

ATLANTIC CAPITAL MANAGEMENT, INC.·HOLLISTON, Massachusetts
SIE, Series 7, Series 66CFPClean record16 years registeredATLANTIC CAPITAL MANAGEMENT, INC.
851 WASHINGTON STREET, HOLLISTON, MA 01746CRD# 4574637Firm CRD# 128361

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Jon Tobey · HOLLISTON, MA
Registration
CRD #4574637 · ATLANTIC CAPITAL MANAGEMENT, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

CWM, LLC
Apr 2020 – present
LPL FINANCIAL CORPORATION
Oct 2009 – Apr 2010
FORT MILL, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 6, 2009
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ATLANTIC CAPITAL MANAGEMENT, INC.
CRD 128361 · SEC 801-71450
AUM
$129M
Regulatory assets under management
Employees
3
500 client accounts
Services offered by ATLANTIC CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ATLANTIC CAPITAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Christopher Jon Tobey offer?
Christopher Jon Tobey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLISTON, Massachusetts for a consultation.
What are Christopher Jon Tobey's credentials?
Christopher Jon Tobey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christopher Jon Tobey located?
Christopher Jon Tobey is based in HOLLISTON, Massachusetts, working with ATLANTIC CAPITAL MANAGEMENT, INC.. Their office serves clients in the HOLLISTON metropolitan area and surrounding communities.
How does Christopher Jon Tobey charge for services?
Christopher Jon Tobey's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLANTIC CAPITAL MANAGEMENT, INC.?
ATLANTIC CAPITAL MANAGEMENT, INC. has approximately 3 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ATLANTIC CAPITAL MANAGEMENT, INC.

William Clark Newell
HOLLISTON, MA
CFP

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