Unclaimed Profile

Juan Antonio Perez Mayo

ATLAS PRIVATE WEALTH ADVISORS, LLC·MATAWAN, New Jersey

SIE, Series 7, Series 66Clean record23 years registeredATLAS PRIVATE WEALTH ADVISORS, LLC

14 CLIFFWOOD AVENUE, MATAWAN, NJ 07747CRD# 4553196Firm CRD# 283744

Profile Verification

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

Identity

Juan Antonio Perez Mayo · MATAWAN, NJ

Registration

CRD #4553196 · ATLAS PRIVATE WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ATLAS PRIVATE WEALTH ADVISORS

Sep 2016 – present

LPL FINANCIAL LLC

Dec 2013 – present

LPL FINANCIAL LLC

Oct 2022 – Oct 2022

MATAWAN, NJ

FLAGSHIP HARBOR ADVISORS, LLC

Dec 2013 – Aug 2016

MATAWAN, NJ

AMERIPRISE FINANCIAL SERVICES, INC.

Sep 2002 – Dec 2013

MATAWAN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 9, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLAS PRIVATE WEALTH ADVISORS, LLC

CRD 283744 · SEC 801-107919

AUM

$558M

Regulatory assets under management

Employees

2,167 client accounts

Services offered by ATLAS PRIVATE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ATLAS PRIVATE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Juan Antonio Perez Mayo offer?

Juan Antonio Perez Mayo specializes in Financial Planning, Investment Management. Contact their office in MATAWAN, New Jersey for a consultation.

What are Juan Antonio Perez Mayo's credentials?

Juan Antonio Perez Mayo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Juan Antonio Perez Mayo located?

Juan Antonio Perez Mayo is based in MATAWAN, New Jersey, working with ATLAS PRIVATE WEALTH ADVISORS, LLC. Their office serves clients in the MATAWAN metropolitan area and surrounding communities.

How does Juan Antonio Perez Mayo charge for services?

Juan Antonio Perez Mayo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATLAS PRIVATE WEALTH ADVISORS, LLC?

ATLAS PRIVATE WEALTH ADVISORS, LLC has approximately 21 employees and manages $558M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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