AdvisorOS Directory
Claim Profile
Unclaimed Profile
TC

Tracey Micheal Crespo

ATLAS PRIVATE WEALTH ADVISORS, LLC·MATAWAN, New Jersey
SIE, Series 99Clean recordATLAS PRIVATE WEALTH ADVISORS, LLC
14 CLIFFWOOD AVENUE, MATAWAN, NJ 07747CRD# 6046308Firm CRD# 283744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tracey Micheal Crespo · MATAWAN, NJ
Registration
CRD #6046308 · ATLAS PRIVATE WEALTH ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744 · SEC 801-107919
AUM
$558M
Regulatory assets under management
Employees
21
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

Speak with Tracey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Tracey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MATAWAN?

Browse all registered financial advisors in MATAWAN, New Jersey or claim this profile if it's yours.

Browse MATAWAN AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Tracey Micheal Crespo offer?
Tracey Micheal Crespo specializes in Financial Planning, Investment Management. Contact their office in MATAWAN, New Jersey for a consultation.
What are Tracey Micheal Crespo's credentials?
Tracey Micheal Crespo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracey Micheal Crespo located?
Tracey Micheal Crespo 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 Tracey Micheal Crespo charge for services?
Tracey Micheal Crespo'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ATLAS PRIVATE WEALTH ADVISORS, LLC

Juan Antonio Perez Mayo
MATAWAN, NJ
Vladislav Krubich
MATAWAN, NJ
CFP

More Advisors in MATAWAN, New Jersey

Alan Felix Gavornik
CONCORD EQUITY GROUP ADVISORS, LLC·MATAWAN, NJ
Howard Singer
HOWARD SINGER ASSOCIATES, LLC·MATAWAN, NJ
CFP
Lee Danny Argush
CONCORD EQUITY GROUP ADVISORS, LLC·MATAWAN, NJ
Anthony Joseph Caputo
GRANTVEST FINANCIAL GROUP LLC·MATAWAN, NJ
Nicholas Mariniello
CONCORD EQUITY GROUP ADVISORS, LLC·MATAWAN, NJ
Gregory Guenther
GRANTVEST FINANCIAL GROUP LLC·MATAWAN, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile