Unclaimed Profile

John C Ogle

ATLAS PRIVATE WEALTH MANAGEMENT, LLC·ALBANY, New York

Series 3, Series 7, Series 63, Series 65Clean record12 years registeredATLAS PRIVATE WEALTH MANAGEMENT, LLC

3 ATRIUM DRIVE, SUITE 265, ALBANY, NY 12205-6400CRD# 1802437Firm CRD# 145331

Profile Verification

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

Identity

John C Ogle · ALBANY, NY

Registration

CRD #1802437 · ATLAS PRIVATE WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ATLAS PRIVATE WEALTH MANAGEMENT, LLC

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

Nov 2014 – May 2024

ALBANY, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2013 – Aug 2014

LATHAM, NY

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · December 20, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

CRD 145331 · SEC 801-68444

AUM

$1.3B

Regulatory assets under management

Employees

3,633 client accounts

Services offered by ATLAS PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ATLAS PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John C Ogle offer?

John C Ogle specializes in Financial Planning, Investment Management, Wealth Management.

What are John C Ogle's credentials?

John C Ogle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John C Ogle located?

John C Ogle is based in ALBANY, New York, last registered with ATLAS PRIVATE WEALTH MANAGEMENT, LLC.

How does John C Ogle charge for services?

John C Ogle'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 MANAGEMENT, LLC?

ATLAS PRIVATE WEALTH MANAGEMENT, LLC has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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